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Capsule CRM + Privyr

Create Privyr clients from new or updated Capsule CRM contacts for efficient management

Stay organized and efficient by automatically creating new clients in Privyr when a contact is added or updated in Capsule CRM. This workflow simplifies your client management process, ensuring that important information from your CRM is instantly reflected in Privyr, saving you time and helping you deliver a seamless experience to your clients.

Stay organized and efficient by automatically creating new clients in Privyr when a contact is added or updated in Capsule CRM. This workflow simplifies your client management process, ensuring that important information from your CRM is instantly reflected in Privyr, saving you time and helping you deliver a seamless experience to your clients.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    PrivyrPrivyr
    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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privyr logo
privyr logo

About Privyr

Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.

Related categories

  • Contact Management