Loading

Capsule CRM + Skipio

Add contacts to Skipio group for new or updated opportunities in Capsule CRM

Easily manage your new or updated opportunities in Capsule CRM and improve communication by adding contacts to a group in Skipio. With this workflow, whenever an opportunity is created or updated in Capsule CRM, the contact associated with that opportunity will be added to a designated Skipio group. Stay organized and enhance your team's outreach efforts, all through seamless automation.

Easily manage your new or updated opportunities in Capsule CRM and improve communication by adding contacts to a group in Skipio. With this workflow, whenever an opportunity is created or updated in Capsule CRM, the contact associated with that opportunity will be added to a designated Skipio group. Stay organized and enhance your team's outreach efforts, all through seamless 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!
    SkipioSkipio
    Add Contact to Group

    Adds contact to a contact group.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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

    • 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)

Similar apps

Highrise integrationsHighrise integrations

Highrise

CRM (Customer Relationship Management)
Streak integrationsStreak integrations

Streak

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
skipio logo
skipio logo

About Skipio

Skipio is a conversational business texting platform that helps you automate sales and customer communication.

Related categories