Capsule CRM + Proposify
Create new Proposify clients from new or updated Capsule CRM contacts
Streamline your lead-to-client process with this efficient automation. Whenever there's a new or updated contact in Capsule CRM, it instantly creates a new client in Proposify. This workflow ensures your data remains updated across both platforms, cutting down double data entry and making your sales process more efficient.
Streamline your lead-to-client process with this efficient automation. Whenever there's a new or updated contact in Capsule CRM, it instantly creates a new client in Proposify. This workflow ensures your data remains updated across both platforms, cutting down double data entry and making your sales process more efficient.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Client
Creates a new client.
- 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.