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Capsule CRM + Saleshandy

Create Saleshandy prospects from new or updated Capsule CRM contacts

Keep your sales pipeline up-to-date with this efficient workflow. Whenever a new or updated contact is added to Capsule CRM, it automatically creates a prospect in Saleshandy, ensuring you stay on top of potential clients. Save time on manual data entry and focus on building strong relationships with your leads.

Keep your sales pipeline up-to-date with this efficient workflow. Whenever a new or updated contact is added to Capsule CRM, it automatically creates a prospect in Saleshandy, ensuring you stay on top of potential clients. Save time on manual data entry and focus on building strong relationships with your leads.

  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!
    SaleshandySaleshandy
    Create Prospect/Add Prospect to Sequence

    create prospects in saleshandy

    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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saleshandy logo

About Saleshandy

With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.

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