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Capsule CRM + Simplero

Create Simplero purchases for new or updated Capsule CRM opportunities

Keep your sales and purchases organized with this seamless workflow between Capsule CRM and Simplero. Whenever there's a new or updated opportunity in Capsule CRM, this integration will create a purchase in Simplero, ensuring accurate records and saving you time on manual data entry. Streamline your processes and enhance your customer management experience with this efficient automation.

Keep your sales and purchases organized with this seamless workflow between Capsule CRM and Simplero. Whenever there's a new or updated opportunity in Capsule CRM, this integration will create a purchase in Simplero, ensuring accurate records and saving you time on manual data entry. Streamline your processes and enhance your customer management experience with this efficient automation.

  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!
    SimpleroSimplero
    Add Purchase

    Will be fired whenever a new purchase is made in Simplero.

    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 Simplero

Integrated software for info marketing and online courses. Email marketing, billing, membership sites, and content delivery, all in one easy-to-use and affordable package. With the best support in the business.

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