Capsule CRM + Zomentum

Manage new or updated Capsule CRM opportunities by creating or updating clients in Zomentum

Keep your Capsule CRM and Zomentum apps in sync with this seamless workflow. When new or updated opportunities arise in Capsule CRM, this automation will create or update the corresponding client in Zomentum, ensuring your sales pipeline and customer database remain up-to-date and connected. Effortlessly manage your contacts and never miss an opportunity again.

Keep your Capsule CRM and Zomentum apps in sync with this seamless workflow. When new or updated opportunities arise in Capsule CRM, this automation will create or update the corresponding client in Zomentum, ensuring your sales pipeline and customer database remain up-to-date and connected. Effortlessly manage your contacts and never miss an opportunity again.

  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!
    ZomentumZomentum
    Create or Update Client

    Create or Update Client

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • 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 more

Related categories

  • CRM (Customer Relationship Management)

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zomentum logo
zomentum logo

About Zomentum

Zomentum is a sales funnel management tool built for MSPs

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  • CRM (Customer Relationship Management)

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