Capsule CRM + Eworks Manager

Create quotes in Eworks Manager for new or updated opportunities in Capsule CRM

Effortlessly manage your sales pipeline by connecting Capsule CRM and Eworks Manager. With this workflow, whenever a new or updated opportunity arises in Capsule CRM, a quote will be created in Eworks Manager, keeping your team in sync and streamlining your sales process. Save time, eliminate manual data entry, and focus on closing deals with this seamless automation.

Effortlessly manage your sales pipeline by connecting Capsule CRM and Eworks Manager. With this workflow, whenever a new or updated opportunity arises in Capsule CRM, a quote will be created in Eworks Manager, keeping your team in sync and streamlining your sales process. Save time, eliminate manual data entry, and focus on closing deals with this seamless automation.

  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!
    Eworks ManagerEworks Manager
    Create Quote

    Creates a Quote.

    ActionWrite
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Supported triggers and actions

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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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About Eworks Manager

Eworks Manager is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice

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  • Project Management