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Pipedrive logoPipedrive logo

Capsule CRM + Pipedrive

Capsule CRM + Pipedrive

Capsule CRM + Pipedrive integrations

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.

  1. When this happens...
    New or Updated Contact
    New or Updated Contact
    New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
  2. automatically do this!
    Add Product to Deal
    Add Product to Deal
    Add Product to DealAdds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)
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More things you can do with Capsule CRM and Pipedrive

Discover other triggers and actions you can use with Capsule CRM and Pipedrive

    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Contact
      Required
    • Name
      Required
    • Board
    • Description
    • Expected Close Date
    • Track
    • Opportunity
    • Owner
    • Tags
    • Status
    Action
    Write
    • Entity Type
      Required
    Action
    Write
    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Entity Type
      Required
    • Activity Type
    • Note
      Required
    Action
    Write
    • Contact
      Required
    • Pipeline
      Required
    • Name
      Required
    • Description
    • Expected Close Date
    • Actual Close Date
    • Currency
    • Duration Basis
    • Owner
    • Track
    • Tags
    Action
    Write
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.
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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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