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Capsule CRM + Nectar Desk

Create Nectar Desk contacts for new or updated Capsule CRM contacts

Keep your contact lists up-to-date across Capsule CRM and Nectar Desk with this efficient automation. Whenever there's a new or updated contact in Capsule CRM, this workflow will create a contact in Nectar Desk as well. This way, you can ensure both systems are always in sync, and vital contact information is readily available for your team.

Keep your contact lists up-to-date across Capsule CRM and Nectar Desk with this efficient automation. Whenever there's a new or updated contact in Capsule CRM, this workflow will create a contact in Nectar Desk as well. This way, you can ensure both systems are always in sync, and vital contact information is readily available for your team.

  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!
    Nectar DeskNectar Desk
    Create Contact

    Creates a Contact under CRM -->> Contacts

    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

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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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nectar-desk logo

About Nectar Desk

Nectar Desk is a multi-channel communication platform for Sales teams, Support teams and Call Centers

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