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Capsule CRM + Teamwork Desk

Create Teamwork Desk customers from new or updated Capsule CRM contacts

Keep your customer data up-to-date across your CRM and helpdesk platforms with this efficient workflow. When a new or updated contact is detected in Capsule CRM, a customer is created or updated in Teamwork Desk, ensuring your support team always has access to the most current information. Streamline your processes and improve customer communication with this seamless integration.

Keep your customer data up-to-date across your CRM and helpdesk platforms with this efficient workflow. When a new or updated contact is detected in Capsule CRM, a customer is created or updated in Teamwork Desk, ensuring your support team always has access to the most current information. Streamline your processes and improve customer communication with this seamless integration.

  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!
    Teamwork DeskTeamwork Desk
    Create Customer

    Creates a new customer.

    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
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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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teamwork-desk logo
teamwork-desk logo

About Teamwork Desk

Teamwork Desk makes it easy for your team to handle any customer support queries that come their way.

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