Capsule CRM + Jibble

Create new Jibble clients from new or updated Capsule CRM contacts

Effortlessly keep your Capsule CRM contacts in sync with your Jibble client list using this workflow. When a new or updated contact is added in Capsule CRM, a client will be created in Jibble automatically. Save time and maintain accurate records across both platforms with this seamless integration.

Effortlessly keep your Capsule CRM contacts in sync with your Jibble client list using this workflow. When a new or updated contact is added in Capsule CRM, a client will be created in Jibble automatically. Save time and maintain accurate records across both platforms with this seamless 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!
    JibbleJibble
    Create Client

    Creates a Client

    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 Jibble

Jibble is a free time & attendance software built to help businesses track time, manage payroll, monitor projects, and boost productivity - all in one platform.
Learn more

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