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Capsule CRM + Teamleader Focus

Create deals in Teamleader Focus for new or updated opportunities in Capsule CRM

Effortlessly keep your Capsule CRM opportunities and Teamleader Focus deals up-to-date with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, a corresponding deal will be created in Teamleader Focus. Save time and maintain accuracy in your sales process by automating this crucial data transfer.

Effortlessly keep your Capsule CRM opportunities and Teamleader Focus deals up-to-date with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, a corresponding deal will be created in Teamleader Focus. Save time and maintain accuracy in your sales process by automating this crucial data transfer.

  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!
    Teamleader FocusTeamleader Focus
    Create Deal

    Creates a new deal.

    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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teamleader logo

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

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