Capsule CRM + Firmao
Create customers in Firmao for new or updated opportunities in Capsule CRM
Effortlessly manage your Capsule CRM opportunities and Firmao clients with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, a customer will be created in the Firmao app. This automation helps save time and ensures your client information stays up-to-date across both platforms.
Effortlessly manage your Capsule CRM opportunities and Firmao clients with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, a customer will be created in the Firmao app. This automation helps save time and ensures your client information stays up-to-date across both platforms.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Company
Creates a Company in Firmao.
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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 Firmao
CRM and ERP software for your business to manage customers and tasks.