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Capsule CRM + OfficeClip

Create OfficeClip contacts when new or updated Capsule CRM contacts are detected

Keep your Capsule CRM and OfficeClip contacts up-to-date with this seamless automation. Whenever a new or updated contact is added to Capsule CRM, this workflow will automatically create a new contact in OfficeClip, ensuring your contact list is always in sync between both apps. Save time on manual data entry and focus on what matters most for your business.

Keep your Capsule CRM and OfficeClip contacts up-to-date with this seamless automation. Whenever a new or updated contact is added to Capsule CRM, this workflow will automatically create a new contact in OfficeClip, ensuring your contact list is always in sync between both apps. Save time on manual data entry and focus on what matters most for your business.

  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!
    OfficeClipOfficeClip
    Create Contact

    Creates a new contact in OfficeClip.

    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
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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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officeclip logo

About OfficeClip

OfficeClip is a team collaboration tool to organize CRM, HRM, Issue Tracker and keep projects on track.

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