Agent 3000 + Capsule CRM

Create Agent 3000 contacts from new or updated Capsule CRM contacts

Effortlessly maintain up-to-date contact information across Capsule CRM and Agent 3000 with this streamlined workflow. When a contact is added or updated in Capsule CRM, it instantly creates or updates the corresponding contact in Agent 3000. This seamless integration simplifies your contact management process, ensuring accurate records on both platforms.

Effortlessly maintain up-to-date contact information across Capsule CRM and Agent 3000 with this streamlined workflow. When a contact is added or updated in Capsule CRM, it instantly creates or updates the corresponding contact in Agent 3000. This seamless integration simplifies your contact management process, ensuring accurate records on both platforms.

  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!
    Agent 3000Agent 3000
    Create Contact

    Creates a new 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
agent logo
agent logo

About Agent 3000

Agent 3000 provides a Website, IDX, CRM and all the necessary marketing tools a REALTOR needs.

Related categories

  • CRM (Customer Relationship Management)

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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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