Capsule CRM + Notion

Create a new Notion item for every new or updated opportunity in Capsule CRM

Stay organized and efficient with this workflow that captures new or updated opportunities from Capsule CRM and creates a corresponding item in your Notion database. Perfect for sales professionals and businesses, this automation lets you effortlessly track your progress without manual data entry. Eliminate the chances of missing key updates and enhance productivity with your CRM and database constantly kept up-to-date.

Stay organized and efficient with this workflow that captures new or updated opportunities from Capsule CRM and creates a corresponding item in your Notion database. Perfect for sales professionals and businesses, this automation lets you effortlessly track your progress without manual data entry. Eliminate the chances of missing key updates and enhance productivity with your CRM and database constantly kept up-to-date.

  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!
    NotionNotion
    Create Data Source Item

    Creates an item in a data source.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • 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 more

Related categories

  • CRM (Customer Relationship Management)

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notion logo
notion logo

About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Learn more

Related categories

  • Task Management