Capsule CRM + Smartsheet + DocSend Integrations
How to connect Capsule CRM + Smartsheet + DocSend
Zapier lets you send info between Capsule CRM and Smartsheet and DocSend automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
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Do even more with Capsule CRM + Smartsheet + DocSend
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Capsule CRM, Smartsheet, and DocSend. And don’t forget that you can add more apps and actions to create complex workflows.
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How Capsule CRM + Smartsheet + DocSend Integrations Work
- Step 1: Authenticate Capsule CRM, Smartsheet, and DocSend.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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.
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About Smartsheet
Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
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About DocSend
DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.