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Capsule CRM + Outgrow

Create tasks in Capsule CRM for new leads from Outgrow

Easily manage your new leads from Outgrow by creating tasks in Capsule CRM with this seamless automation. Each time a new lead is generated in Outgrow, a corresponding task will be created in Capsule CRM, allowing you to efficiently track and follow up on potential customers. Stay organized and boost your conversion rate with this efficient workflow.

Easily manage your new leads from Outgrow by creating tasks in Capsule CRM with this seamless automation. Each time a new lead is generated in Outgrow, a corresponding task will be created in Capsule CRM, allowing you to efficiently track and follow up on potential customers. Stay organized and boost your conversion rate with this efficient workflow.

  1. When this happens...
    OutgrowOutgrow
    New Lead

    Triggers when a new lead is created. Works on all Outgrow plans.

    TriggerScheduled
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Task

    Creates a new Task.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Calculator / QuizRequired

    Trigger
    Scheduled
    Try It

    • ActionRequired

    Trigger
    Instant
    Try It

    • ActionRequired

    Trigger
    Instant
    Try It

    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write

    • Calculator / QuizRequired

    • SegmentRequired

    Trigger
    Scheduled
    Try It

    • ActionRequired

    Trigger
    Instant
    Try It

    • ActionRequired

    Trigger
    Instant
    Try It

    • Entity TypeRequired

    • NoteRequired

    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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outgrow logo
outgrow logo

About Outgrow

Outgrow allows you to easily build interactive content like quizzes, calculators, polls, surveys/forms, assessments, chatbots, contests.
Learn moreHelp

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