Capsule CRM + Referral Factory

Qualify Referral Factory users with email when new or updated opportunities arise in Capsule CRM

Stay on top of your Capsule CRM opportunities and streamline your referral process with this time-saving workflow. When a new or updated opportunity arises in Capsule CRM, this automation will instantly qualify the user with email in Referral Factory. Simplify your sales and marketing efforts, ensuring referrals receive the attention they deserve as soon as an opportunity is identified.

Stay on top of your Capsule CRM opportunities and streamline your referral process with this time-saving workflow. When a new or updated opportunity arises in Capsule CRM, this automation will instantly qualify the user with email in Referral Factory. Simplify your sales and marketing efforts, ensuring referrals receive the attention they deserve as soon as an opportunity is identified.

  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!
    Referral FactoryReferral Factory
    Qualify User With Email

    Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.

    ActionWrite
Start free with email
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • 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 more

Related categories

  • CRM (Customer Relationship Management)

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referral-factory logo
referral-factory logo

About Referral Factory

The Easy Way To Build A Referral Program
Learn more

Related categories

  • Marketing Automation

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