Capsule CRM + Formatter by Zapier

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

Keep your Capsule CRM contacts organized and up-to-date with this efficient workflow. Whenever a new or updated contact is added to Capsule CRM, the contact information will be optimized using Formatter by Zapier, ensuring consistent data formatting. With this automation, you can save time and maintain a clean contact database with minimal effort.

Keep your Capsule CRM contacts organized and up-to-date with this efficient workflow. Whenever a new or updated contact is added to Capsule CRM, the contact information will be optimized using Formatter by Zapier, ensuring consistent data formatting. With this automation, you can save time and maintain a clean contact database with minimal effort.

  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
    Utilities

    Various utilities like "choose value from list" or "look up in table" (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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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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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