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Capsule CRM + Sales Cookie

Create or update Sales Cookie transactions from new or updated Capsule CRM contacts

Effortlessly manage your sales transactions with this Capsule CRM and Sales Cookie integration. Whenever a new or updated contact is added in Capsule CRM, the workflow will take care of creating or updating a transaction in Sales Cookie. With this seamless connection, you'll save time and ensure consistent sales data across both platforms.

Effortlessly manage your sales transactions with this Capsule CRM and Sales Cookie integration. Whenever a new or updated contact is added in Capsule CRM, the workflow will take care of creating or updating a transaction in Sales Cookie. With this seamless connection, you'll save time and ensure consistent sales data across both platforms.

  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!
    Sales CookieSales Cookie
    Create/Update Transaction

    Creates or updates a sales transaction.

    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
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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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sales-cookie logo
sales-cookie logo

About Sales Cookie

Sales Cookie automate all aspects of sales commission programs.

Related categories