Capsule CRM + cituro

Create customers in cituro for new or updated opportunities in Capsule CRM

Effortlessly manage your business relationships by connecting Capsule CRM and cituro. With this workflow, new or updated opportunities in Capsule CRM will result in the creation of a customer in the cituro app. Streamline your customer management process and save valuable time while ensuring accurate data across both platforms.

Effortlessly manage your business relationships by connecting Capsule CRM and cituro. With this workflow, new or updated opportunities in Capsule CRM will result in the creation of a customer in the cituro app. Streamline your customer management process and save valuable time while ensuring accurate data across both platforms.

  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!
    citurocituro
    Create Customer

    Creates a Customer

    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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cituro logo
cituro logo

About cituro

cituro is a powerful yet simple online scheduling software for businesses across industries. It optimizes scheduling processes and at the same time offers great service and increase sales.

Related categories

  • Scheduling & Booking