Automate tedious admin work with this Capsule CRM-Process Street integration. Each time a new opportunity is added to Capsule CRM, Process Street creates a checklist from a template of you choice.
Use this to trigger and assign standard operating procedures for sales, customer success and more.
How It Works
- An opportunity is added in Capsule CRM
- Zapier creates a checklist in Process Street from a template of your choice
What You Need
- Capsule CRM account
- Process Street account
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Triggers when a given action is performed on a Contact.
Creates a new Case.
Triggers when a given action is performed on an Opportunity.
Creates a new Person / Organisation.
Triggers when a given action is performed on a Case.
Creates a new Opportunity.
Triggers when a new checklist is created.
Creates a new checklist.
Triggers when someone posts a comment.
Creates a new Task.