Capsule CRM + OneDrive
Organize new or updated Capsule CRM contacts by creating folders in OneDrive
Stay organized and streamline your contact management with this Capsule CRM and OneDrive workflow. Whenever a new or updated contact is detected in Capsule CRM, a dedicated folder will be created in your OneDrive. Save time and ensure relevant client documents are easily accessible in one central location.
Stay organized and streamline your contact management with this Capsule CRM and OneDrive workflow. Whenever a new or updated contact is detected in Capsule CRM, a dedicated folder will be created in your OneDrive. Save time and ensure relevant client documents are easily accessible in one central location.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Folder
Creates a new folder.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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CRM (Customer Relationship Management)About OneDrive
OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.
