Capsule CRM + Clariti

Create feeds in Clariti for new or updated contacts in Capsule CRM

Stay on top of your Capsule CRM contacts with this efficient workflow. Whenever a new or updated contact is added in Capsule CRM, the automation will create a feed in the Clariti app, ensuring you never miss important contact information. Keep your communication and contact management seamless and organized with this handy integration.

Stay on top of your Capsule CRM contacts with this efficient workflow. Whenever a new or updated contact is added in Capsule CRM, the automation will create a feed in the Clariti app, ensuring you never miss important contact information. Keep your communication and contact management seamless and organized with this handy integration.

  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!
    ClaritiClariti
    Create Feed

    Creates a feed in Clariti Application

    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
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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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clariti logo

About Clariti

Everything you need for effective Team Communication… in one app! Connected by topic.

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  • Productivity