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Capsule CRM + Stacker

Create new Stacker records for new or updated Capsule CRM contacts

Stay organized and improve efficiency with this Capsule CRM to Stacker workflow. Whenever there's a new or updated contact in Capsule CRM, this automation will instantly generate a new record in Stacker, keeping your data up-to-date and saving you time on manual data entry. Enhance your customer relationship management by ensuring your team always has the latest contact information at their fingertips.

Stay organized and improve efficiency with this Capsule CRM to Stacker workflow. Whenever there's a new or updated contact in Capsule CRM, this automation will instantly generate a new record in Stacker, keeping your data up-to-date and saving you time on manual data entry. Enhance your customer relationship management by ensuring your team always has the latest contact information at their fingertips.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    StackerStacker
    Create New Record

    Creates a new Record

    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
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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stacker logo

About Stacker

Stacker gives you the simplicity of a spreadsheet but the power of a development team.

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