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Capsule CRM + Formatter by Zapier

Format new or updated Capsule CRM contacts with Formatter by Zapier text action

Keep your contact information up-to-date with this efficient workflow between Capsule CRM and Formatter by Zapier. Whenever a new or updated contact is added to Capsule CRM, their information will be formatted in a clean, standardized way using Formatter by Zapier. Stay organized and maintain consistency across your contact records with this seamless automation.

Keep your contact information up-to-date with this efficient workflow between Capsule CRM and Formatter by Zapier. Whenever a new or updated contact is added to Capsule CRM, their information will be formatted in a clean, standardized way using Formatter by Zapier. Stay organized and maintain consistency across your contact records with this seamless 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!
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    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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About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn more

Related categories

  • Documents
  • Zapier

Related Zap Templates

Related Zap Templates

  • Process new or updated Capsule CRM contacts with Formatter by Zapier utilities