Capsule CRM + Tokko Broker

Create Tokko Broker web contacts from new or updated Capsule CRM contacts

Keep your Capsule CRM contacts in sync with Tokko Broker effortlessly using this workflow. Whenever a new or updated contact is detected in Capsule CRM, a corresponding web contact will be created in Tokko Broker, ensuring all important information is readily available across both platforms. Save time and maintain seamless connections with your contacts by implementing this efficient automation.

Keep your Capsule CRM contacts in sync with Tokko Broker effortlessly using this workflow. Whenever a new or updated contact is detected in Capsule CRM, a corresponding web contact will be created in Tokko Broker, ensuring all important information is readily available across both platforms. Save time and maintain seamless connections with your contacts by implementing this efficient automation.

  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!
    Tokko BrokerTokko Broker
    Create Web Contact

    Creates a new web contact.

    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

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  • CRM (Customer Relationship Management)

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tokko-broker logo
tokko-broker logo

About Tokko Broker

Tokko Broker is a real estate app that lets you sync your listings on real estate portals and your website automatically. You can also receive and follow up on your leads.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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