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Capsule CRM + Typeform

Duplicate Typeform forms for new or updated Capsule CRM opportunities

Keep your Typeform forms up-to-date while managing your Capsule CRM opportunities with this seamless automation. When a new or updated opportunity occurs in Capsule CRM, it will trigger this workflow to duplicate an existing form in Typeform, ensuring you always have relevant and timely forms for your business needs. Stay organized and efficient by streamlining your CRM and form management processes using this powerful integration.

Keep your Typeform forms up-to-date while managing your Capsule CRM opportunities with this seamless automation. When a new or updated opportunity occurs in Capsule CRM, it will trigger this workflow to duplicate an existing form in Typeform, ensuring you always have relevant and timely forms for your business needs. Stay organized and efficient by streamlining your CRM and form management processes using this powerful integration.

  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!
    TypeformTypeform
    Duplicates an Existing Form

    Duplicates an existing form

    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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typeform logo
typeform logo

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

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