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Pipedrive logoPipedrive logo
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Pipedrive logoPipedrive logo

Capsule CRM + Pipedrive

Capsule CRM + Pipedrive

Capsule CRM + Pipedrive integrations

Create Pipedrive deals for new or updated Capsule CRM opportunities

Keep your sales process seamless and efficient with this automation. When a new or updated opportunity arises in Capsule CRM, this workflow instantly creates a deal in Pipedrive, ensuring your team stays in sync and focuses on closing deals faster. No more manual data entry, you can now stay organized and prioritize your efforts across different platforms.

  1. When this happens...
    New or Updated Opportunity
    New or Updated Opportunity
    New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
  2. automatically do this!
    Create Deal
    Create Deal
    Create DealCreates a new deal.
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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
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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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