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Capsule CRM + Nutshell

Create Nutshell leads from new or updated Capsule CRM opportunities

Effortlessly manage your sales process by connecting Capsule CRM and Nutshell in a seamless workflow. With this integration, whenever a new or updated opportunity arises in Capsule CRM, a lead will be created in Nutshell. Stay organized and make sure no opportunity slips through the cracks with this streamlined sales automation.

Effortlessly manage your sales process by connecting Capsule CRM and Nutshell in a seamless workflow. With this integration, whenever a new or updated opportunity arises in Capsule CRM, a lead will be created in Nutshell. Stay organized and make sure no opportunity slips through the cracks with this streamlined sales automation.

  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!
    NutshellNutshell
    Create Lead

    Creates a new Lead.

    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 Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

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