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Capsule CRM + OneLocal LocalReviews

Request feedback on OneLocal LocalReviews for new or updated opportunities in Capsule CRM

Effortlessly manage customer feedback by connecting Capsule CRM and OneLocal LocalReviews with this seamless workflow. Stay updated on new or modified opportunities in Capsule CRM and request feedback from customers accordingly within the OneLocal LocalReviews app. Save time, keep clients engaged, and improve your services with this powerful and efficient automation.

Effortlessly manage customer feedback by connecting Capsule CRM and OneLocal LocalReviews with this seamless workflow. Stay updated on new or modified opportunities in Capsule CRM and request feedback from customers accordingly within the OneLocal LocalReviews app. Save time, keep clients engaged, and improve your services with this powerful and efficient 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!
    OneLocal LocalReviewsOneLocal LocalReviews
    Request Feedback

    Sends a feedback request to a phone number or email address

    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
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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onelocal-localreviews logo
onelocal-localreviews logo

About OneLocal LocalReviews

LocalReviews by OneLocal provides a fully customizable survey & review generation tool for businesses so they can request feedback from their customers by text message or email & improve their online reputation.
Help

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