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Capsule CRM + QuickDesk

Create QuickDesk company leads from new or updated Capsule CRM opportunities

Effortlessly manage your sales process by integrating Capsule CRM and QuickDesk. With this automation, every time a new or updated opportunity arises in Capsule CRM, a corresponding company lead will be generated in QuickDesk. This streamlined workflow saves you time and helps to ensure no potential leads are missed in your sales pipeline.

Effortlessly manage your sales process by integrating Capsule CRM and QuickDesk. With this automation, every time a new or updated opportunity arises in Capsule CRM, a corresponding company lead will be generated in QuickDesk. This streamlined workflow saves you time and helps to ensure no potential leads are missed in your sales pipeline.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    QuickDeskQuickDesk
    Create Company Lead

    Creates a company lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • 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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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quickdesk logo

About QuickDesk

QuickDesk is a simplified CRM software optimised for sales teams and professionals. Convert leads and close prospects easier than ever.

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