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Capsule CRM + Pipedrive

Add products to Pipedrive deals for new or updated Capsule CRM contacts

Keep your sales process organized and efficient with this Capsule CRM to Pipedrive automation. When new or updated contacts are added in Capsule CRM, this workflow creates new deals and adds products to them in Pipedrive. This way, you can easily manage your sales opportunities and ensure no prospect goes unnoticed.

Keep your sales process organized and efficient with this Capsule CRM to Pipedrive automation. When new or updated contacts are added in Capsule CRM, this workflow creates new deals and adds products to them in Pipedrive. This way, you can easily manage your sales opportunities and ensure no prospect goes unnoticed.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Add Product to Deal

    Adds a product to a deal.

    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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pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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