Loading

Capsule CRM + Nozbe

Create tasks in Nozbe for new or updated opportunities in Capsule CRM

Stay on top of your Capsule CRM opportunities with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, a task will be created in Nozbe to ensure you never miss out on potential business. This automation saves you time and helps you manage your sales pipeline more efficiently.

Stay on top of your Capsule CRM opportunities with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, a task will be created in Nozbe to ensure you never miss out on potential business. This automation saves you time and helps you manage your sales pipeline more efficiently.

  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!
    NozbeNozbe
    Create Task

    Creates a new Task

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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
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)

Similar apps

Highrise integrationsHighrise integrations

Highrise

CRM (Customer Relationship Management)
Streak integrationsStreak integrations

Streak

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
nozbe-teams logo
nozbe-teams logo

About Nozbe

Nozbe is an organizational tool for busy professionals and small teams that helps them to get stuff done in work and in private life.

Related categories