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Capsule CRM + Redbooth

Create Redbooth tasks for new or updated Capsule CRM opportunities

Stay on top of your sales opportunities with this Capsule CRM to Redbooth workflow. Whenever a new or updated opportunity arises in Capsule CRM, a task will be created in Redbooth to ensure your team stays organized and efficient. Keep your sales process streamlined and never miss an opportunity again.

Stay on top of your sales opportunities with this Capsule CRM to Redbooth workflow. Whenever a new or updated opportunity arises in Capsule CRM, a task will be created in Redbooth to ensure your team stays organized and efficient. Keep your sales process streamlined and never miss an opportunity again.

  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!
    RedboothRedbooth
    Create Task

    Triggers when a new task is created.

    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

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
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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redbooth logo
redbooth logo

About Redbooth

Redbooth is project management software for highly productive teams, including marketing departments, creative agencies, and more. Built for collaboration on complex projects, and optimized for doing great work.

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