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Capsule CRM + Whaller

Create Whaller messages for new or updated Capsule CRM opportunities

Stay updated on your Capsule CRM opportunities with this efficient workflow. Whenever there's a new or updated opportunity in Capsule CRM, it will create a message in Whaller, keeping your team informed and engaged. Improve communication, save time, and streamline your sales processes with this convenient automation.

Stay updated on your Capsule CRM opportunities with this efficient workflow. Whenever there's a new or updated opportunity in Capsule CRM, it will create a message in Whaller, keeping your team informed and engaged. Improve communication, save time, and streamline your sales processes with this convenient automation.

  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!
    WhallerWhaller
    Create Message in Sphere

    Writes a message in a sphere.

    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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whaller logo
whaller logo

About Whaller

Whaller allows anyone to create their own private social networks. Very usefull for families, companies, schools and any other organizations.

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