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Capsule CRM + monday.com

Create boards in monday.com for new or updated Capsule CRM contacts

Effortlessly manage your Capsule CRM contacts and stay organized on monday.com with this seamless workflow. When a contact is added or updated in Capsule CRM, a board is created in monday.com, ensuring your projects and tasks remain well-structured without manual effort. Keep up with your evolving customer relationship management while maintaining an efficient project management system on monday.com.

Effortlessly manage your Capsule CRM contacts and stay organized on monday.com with this seamless workflow. When a contact is added or updated in Capsule CRM, a board is created in monday.com, ensuring your projects and tasks remain well-structured without manual effort. Keep up with your evolving customer relationship management while maintaining an efficient project management system on monday.com.

  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!
    monday.commonday.com
    Create Board

    Creates a new board

    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
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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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monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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