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Capsule CRM + SmartSuite

Create SmartSuite records for new or updated opportunities in Capsule CRM

Effortlessly keep your Capsule CRM opportunities and SmartSuite records in sync with this seamless workflow. Whenever a new or updated opportunity arises in your Capsule CRM system, a corresponding record will be created in your SmartSuite app, ensuring your information stays up-to-date across platforms. Simplify your sales process and eliminate manual entry by allowing this automation to streamline your data management.

Effortlessly keep your Capsule CRM opportunities and SmartSuite records in sync with this seamless workflow. Whenever a new or updated opportunity arises in your Capsule CRM system, a corresponding record will be created in your SmartSuite app, ensuring your information stays up-to-date across platforms. Simplify your sales process and eliminate manual entry by allowing this automation to streamline your data management.

  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!
    SmartSuiteSmartSuite
    Create Record

    Triggers when new record is created.

    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

    • 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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smartsuite logo

About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

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