Capsule CRM + Quotient Integrations

How to connect Capsule CRM + Quotient

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Supported triggers and actions

What does this mean?

New or Updated Case
Triggers when a given action is performed on a Case.
Trigger
Instant
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
Trigger
Instant
New or Updated Contact
Triggers when a given action is performed on a Contact.
Trigger
Instant
New or Updated Task
Triggers when a given action is performed on a Task.
Trigger
Instant
Create Case
Creates a new Case.
Action
Write
Add Note to Entity
Adds a Note to an Entity.
Action
Write
Add Tag to Entity
Adds a Tag to an Entity.
Action
Write
Create Opportunity
Creates a new Opportunity.
Action
Write
Capsule CRM
Creates a new Person / Organisation.
Scheduled
Action
Capsule CRM
Creates a new Task.
Scheduled
Action
Capsule CRM
Finds a Case.
Scheduled
Action
Capsule CRM
Finds a Milestone.
Scheduled
Action
Capsule CRM
Finds a Opportunity.
Scheduled
Action
Capsule CRM
Finds a Contact.
Scheduled
Action
Capsule CRM
Find a Case, or Create if one does not exist.
Scheduled
Action
Capsule CRM
Find a Opportunity, or Create if one does not exist.
Scheduled
Action
Capsule CRM
Find a Contact, or Create if one does not exist.
Scheduled
Action
Quotient
Triggers when a Quote is Accepted.
Instant
Trigger
Quotient
Triggers when a Quote is Declined.
Instant
Trigger
Quotient
Triggers when a Customer asks a New Question.
Instant
Trigger
Quotient
Triggers when a New Quote is first Sent.
Instant
Trigger
Quotient
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Instant
Trigger
Quotient
Creates a new Contact.
Scheduled
Action
Quotient
Creates a new Lead.
Scheduled
Action

How Capsule CRM + Quotient Integrations Work

Step 1: Authenticate Capsule CRM and Quotient.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Capsule CRM + Quotient

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 more