SphereMail + Capsule CRM Integrations
How to connect SphereMail + Capsule CRM
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Customer Enabled
Triggers when a customer is enabled
Try ItActionRequired
Fire the trigger when this action is performed on a Project.
Try ItActionRequired
Fire the trigger when this action is performed on a Contact.
Try ItContactRequired
NameRequired
Board
If you select a custom value, please make sure that you use a Board's numerical ID rather than its name.
Description
Expected Close Date
Track
Opportunity
Owner
Optionally choose the user who owns this opportunity. Defaults to the current user.
Tags
Choose an existing tag or use a custom value to create a new one.
Status
Default status is Open.
How SphereMail + Capsule CRM Integrations Work
- Step 1: Authenticate SphereMail and Capsule CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About SphereMail
SphereMail's is a virtual office platform that makes it easier for mail administrators and customers to access, view and manage mail online or from a mobile device.
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