Capsule CRM + Pennylane
Create estimates in Pennylane for new or updated Capsule CRM contacts
Effortlessly manage your contact list in Capsule CRM and generate estimates in Pennylane using this streamlined workflow. When a contact is added or updated in Capsule CRM, an estimate is instantly created in Pennylane, saving you time and ensuring accurate data management across both platforms. Simplify your contacts and financial processes with this seamless and efficient automation.
Effortlessly manage your contact list in Capsule CRM and generate estimates in Pennylane using this streamlined workflow. When a contact is added or updated in Capsule CRM, an estimate is instantly created in Pennylane, saving you time and ensuring accurate data management across both platforms. Simplify your contacts and financial processes with this seamless and efficient automation.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Estimate
Creates a new estimate.
- Free forever for core features
- 14 day trial for premium features & apps
