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Capsule CRM + Teamup Calendar

Create Teamup Calendar events for new or updated Capsule CRM opportunities

Stay on top of your Capsule CRM opportunities by instantly adding them to your Teamup Calendar with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, an event is created in your Teamup Calendar, ensuring you never miss a crucial business opportunity. Say goodbye to manual updates and streamline your opportunity tracking process.

Stay on top of your Capsule CRM opportunities by instantly adding them to your Teamup Calendar with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, an event is created in your Teamup Calendar, ensuring you never miss a crucial business opportunity. Say goodbye to manual updates and streamline your opportunity tracking process.

  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!
    Teamup CalendarTeamup Calendar
    Create Event

    Create an event by defining each field.

    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

    • Value

    • 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)

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teamup-calendar logo
teamup-calendar logo

About Teamup Calendar

Teamup is a calendar tool for groups and businesses. Teamup makes it easy to organize teams, schedule jobs, manage availability of people and resources, and share with any users with customizable access control.

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