Capsule CRM + Proposify
Create proposals in Proposify for new or updated contacts in Capsule CRM
Stay on top of your sales process by connecting Capsule CRM and Proposify. With this workflow, whenever a new or updated contact is added in Capsule CRM, a proposal will be created in Proposify, allowing you to maintain a seamless sales pipeline. Speed up your proposal process and ensure timely follow-ups with your clients.
Stay on top of your sales process by connecting Capsule CRM and Proposify. With this workflow, whenever a new or updated contact is added in Capsule CRM, a proposal will be created in Proposify, allowing you to maintain a seamless sales pipeline. Speed up your proposal process and ensure timely follow-ups with your clients.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Proposal
Creates a new proposal.
- Free forever for core features
- 14 day trial for premium features & apps
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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CRM (Customer Relationship Management)About Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.