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Capsule CRM + Samdock

Create Samdock contacts from new or updated Capsule CRM opportunities

Streamline your sales process by connecting Capsule CRM and Samdock with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, a corresponding contact will be created in Samdock, ensuring your opportunities are consistently up-to-date. This allows you to focus on closing deals and growing your business while effortlessly managing your opportunities and contacts.

Streamline your sales process by connecting Capsule CRM and Samdock with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, a corresponding contact will be created in Samdock, ensuring your opportunities are consistently up-to-date. This allows you to focus on closing deals and growing your business while effortlessly managing your opportunities and contacts.

  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!
    SamdockSamdock
    Create Contact

    Creates a new person, new organization or both linked together.

    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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samdock logo

About Samdock

Samdock is a simple CRM system for small businesses.

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