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Capsule CRM + SalesUp!

Add new or updated Capsule CRM opportunities to SalesUp! as contacts

Stay on top of your sales opportunities with this seamless CRM automation. When a new or updated opportunity arises in Capsule CRM, this workflow will add a contact to SalesUp!, keeping your contact database up-to-date and ensuring you never miss out on a potential lead. Improve your sales process and customer engagement, all with this efficient and time-saving solution.

Stay on top of your sales opportunities with this seamless CRM automation. When a new or updated opportunity arises in Capsule CRM, this workflow will add a contact to SalesUp!, keeping your contact database up-to-date and ensuring you never miss out on a potential lead. Improve your sales process and customer engagement, all with this efficient and time-saving solution.

  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!
    SalesUp!SalesUp!
    Add Contact

    Adds a contact.

    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
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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salesup logo
salesup logo

About SalesUp!

SalesUp! is a platform to easy organize and create relationships with your customers, to better track leads and increase your sales.
Help

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