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Capsule CRM + Livespace

Create Livespace people for new or updated Capsule CRM contacts

Keep your contacts updated seamlessly between Capsule CRM and Livespace with this efficient workflow. Every time a new or updated contact is detected in Capsule CRM, the system will instantly create or update a person in Livespace, ensuring accurate and up-to-date records across both platforms. Say goodbye to manual data entry and maintain consistent contact information without any extra effort.

Keep your contacts updated seamlessly between Capsule CRM and Livespace with this efficient workflow. Every time a new or updated contact is detected in Capsule CRM, the system will instantly create or update a person in Livespace, ensuring accurate and up-to-date records across both platforms. Say goodbye to manual data entry and maintain consistent contact information without any extra effort.

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

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    LivespaceLivespace
    Create Person

    Creates a new person.

    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 Livespace

Livespace is a sales CRM to help organise your teams,ensuring everyone knows the next step to winning their deals.

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