Capsule CRM + Pixie
Create Pixie jobs for new or updated Capsule CRM contacts
Keep your Capsule CRM contacts up to date with this efficient workflow. Whenever a new or updated contact is detected in Capsule CRM, a job is automatically started in Pixie, ensuring you never miss a task related to your contacts. Stay organized and on track with your relationship management in one easy-to-use automation.
Keep your Capsule CRM contacts up to date with this efficient workflow. Whenever a new or updated contact is detected in Capsule CRM, a job is automatically started in Pixie, ensuring you never miss a task related to your contacts. Stay organized and on track with your relationship management in one easy-to-use automation.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Start Job
Starts a new job.
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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.
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About Pixie
Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.