Capsule CRM + Rex

Create leads in Rex from new or updated opportunities in Capsule CRM

Stay on top of your sales opportunities with this efficient automation. When a new or updated opportunity arises in Capsule CRM, this workflow will instantly create a lead in the Rex app, ensuring your real estate business remains updated and organized. By connecting Capsule CRM and Rex, you'll save valuable time, improve teamwork, and streamline your sales process.

Stay on top of your sales opportunities with this efficient automation. When a new or updated opportunity arises in Capsule CRM, this workflow will instantly create a lead in the Rex app, ensuring your real estate business remains updated and organized. By connecting Capsule CRM and Rex, you'll save valuable time, improve teamwork, and streamline your sales process.

  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!
    RexRex
    Create Lead

    Creates a Lead

    ActionWrite
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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

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  • CRM (Customer Relationship Management)

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rex logo
rex logo

About Rex

Thousands of agencies across Aus, NZ and UK are powered by Rex's cloud and mobile real estate platform.

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  • CRM (Customer Relationship Management)

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