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Capsule CRM + Timesheet

Create projects in Timesheet for new or updated opportunities in Capsule CRM

Effortlessly manage your projects by connecting Capsule CRM and Timesheet. With this workflow, every time a new or updated opportunity occurs in Capsule CRM, a corresponding project is created in Timesheet. This seamless integration allows you to keep track of projects related to your opportunities, making it easier to plan resources and stay on top of your business.

Effortlessly manage your projects by connecting Capsule CRM and Timesheet. With this workflow, every time a new or updated opportunity occurs in Capsule CRM, a corresponding project is created in Timesheet. This seamless integration allows you to keep track of projects related to your opportunities, making it easier to plan resources and stay on top of your business.

  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!
    TimesheetTimesheet
    Create Project

    Creates a new Project.

    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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timesheet logo
timesheet logo

About Timesheet

Timesheet is a mobile Time Tracker which allows you the recording of your working hours with a simple push of a button.

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