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Capsule CRM + PersistIQ

Create or update PersistIQ prospects from new or updated Capsule CRM opportunities

Stay on top of your sales opportunities by connecting Capsule CRM and PersistIQ with this seamless workflow. Whenever a new or updated opportunity arises in your Capsule CRM, this automation will create or update a prospect in PersistIQ, ensuring your sales pipeline is always up-to-date and your teams are aligned. Boost efficiency and capture every potential lead with this easy-to-set-up integration.

Stay on top of your sales opportunities by connecting Capsule CRM and PersistIQ with this seamless workflow. Whenever a new or updated opportunity arises in your Capsule CRM, this automation will create or update a prospect in PersistIQ, ensuring your sales pipeline is always up-to-date and your teams are aligned. Boost efficiency and capture every potential lead with this easy-to-set-up integration.

  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!
    PersistIQPersistIQ
    Create or Update Prospect

    Creates or updates a prospect.

    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

    • Value

    • 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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persistiq logo
persistiq logo

About PersistIQ

PersistIQ is software for effective outbound sales that combines communication and workflow into one easy to use system.

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