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Cling + Capsule CRM Integrations

How to connect Cling + Capsule CRM

Zapier lets you send info between Cling and Capsule CRM automatically—no code required.

When this happens...
ClingCling
Document Accepted

Triggers when a document changes status to accepted.

automatically do this!
Capsule CRMCapsule CRM
Add Note to Entity

Adds a Note to an Entity.

Supported triggers and actions

What does this mean?

How Cling + Capsule CRM Integrations Work

  1. Step 1: Authenticate Cling + Capsule CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Related categories

  • Proposal & Invoice Management
capsulecrm logo
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

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