Capsule CRM + Proposify
Create new Proposify clients from new or updated Capsule CRM contacts
Streamline your lead-to-client process with this efficient automation. Whenever there's a new or updated contact in Capsule CRM, it instantly creates a new client in Proposify. This workflow ensures your data remains updated across both platforms, cutting down double data entry and making your sales process more efficient.
Streamline your lead-to-client process with this efficient automation. Whenever there's a new or updated contact in Capsule CRM, it instantly creates a new client in Proposify. This workflow ensures your data remains updated across both platforms, cutting down double data entry and making your sales process more efficient.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Client
Creates a new client.
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- 14 day trial for premium features & apps
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 Proposify
Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.