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Capsule CRM + Salesforce

Create Salesforce contacts from new or updated Capsule CRM contacts

Effortlessly keep your contacts up to date in both Capsule CRM and Salesforce with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, it will instantly create or update the corresponding contact in Salesforce, ensuring your contact lists are always in sync and saving you time from manual data entry. No more juggling between two platforms - enjoy a streamlined contact management process.

Effortlessly keep your contacts up to date in both Capsule CRM and Salesforce with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, it will instantly create or update the corresponding contact in Salesforce, ensuring your contact lists are always in sync and saving you time from manual data entry. No more juggling between two platforms - enjoy a streamlined contact management process.

  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!
    SalesforceSalesforce
    Create Contact

    Creates a new contact in Salesforce.

    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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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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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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