Capsule CRM + Chatbase
Create new Capsule CRM contacts from new Chatbase form submissions
With this workflow, once a form submission is received through Chatbase, a new contact will be created in your Capsule CRM. This allows for an efficient method of keeping track of new contacts. For a streamlined contact management process, let your Chatbase and Capsule CRM apps work together.
With this workflow, once a form submission is received through Chatbase, a new contact will be created in your Capsule CRM. This allows for an efficient method of keeping track of new contacts. For a streamlined contact management process, let your Chatbase and Capsule CRM apps work together.
- When this happens...Form Submission
Triggers when a form is submitted.
- automatically do this!Create Contact
Creates a new Person or Organisation.
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- 14 day trial for premium features & apps
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.
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About Chatbase
With Chatbase, you can create a custom GPT chatbot that knows your data. Upload a pdf or a link and get a chatbot that has the info on it.