Capsule CRM + Rex

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

Effortlessly manage your sales leads with this Capsule CRM and Rex integration. When a new or updated contact is added in Capsule CRM, it automatically creates a lead in Rex, ensuring that your sales team is always up-to-date with the latest prospects. Streamline your lead management process and boost your team's productivity with this seamless workflow.

Effortlessly manage your sales leads with this Capsule CRM and Rex integration. When a new or updated contact is added in Capsule CRM, it automatically creates a lead in Rex, ensuring that your sales team is always up-to-date with the latest prospects. Streamline your lead management process and boost your team's productivity with this seamless workflow.

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

    Triggers when a given action is performed on a Person or Organisation.

    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
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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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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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