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Capsule CRM + LionDesk

Start campaigns in LionDesk for new or updated opportunities in Capsule CRM

Streamline your sales process by connecting Capsule CRM with LionDesk. With this workflow, whenever a new or updated opportunity arises in Capsule CRM, it will automatically kick off a campaign in LionDesk. This ensures you stay on top of your sales funnel while effectively managing your marketing efforts.

Streamline your sales process by connecting Capsule CRM with LionDesk. With this workflow, whenever a new or updated opportunity arises in Capsule CRM, it will automatically kick off a campaign in LionDesk. This ensures you stay on top of your sales funnel while effectively managing your marketing efforts.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    LionDeskLionDesk
    Start Campaign

    Start an existing campaign for a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About LionDesk

LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.

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