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Capsule CRM + SendJim

Create SendJim contacts from new or updated Capsule CRM opportunities

Effortlessly keep your Capsule CRM opportunities and SendJim contacts in sync with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, it instantly creates a contact in SendJim, ensuring that you never miss a potential client and can streamline your sales process. Stay organized and save time by adopting this seamless integration.

Effortlessly keep your Capsule CRM opportunities and SendJim contacts in sync with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, it instantly creates a contact in SendJim, ensuring that you never miss a potential client and can streamline your sales process. Stay organized and save time by adopting this seamless integration.

  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!
    SendJimSendJim
    Create Contact

    Create 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
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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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sendjim logo

About SendJim

SendJim is a way to quickly send custom gifts, postcards, and more to your customers.

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