Create integrations between Capsule CRM and HelloLeads CRM
Create Lead in HelloLeads CRM when New or Updated Contact in Capsule CRM
Create Lead in HelloLeads CRM when New or Updated Opportunity in Capsule CRM
Create Lead in HelloLeads CRM when New or Updated Project in Capsule-crm
Create Lead in HelloLeads CRM when New or Updated Task in Capsule-crm
List Tasks in Capsule-crm when When Lead Becomes Customer in HelloLeads CRM
Create Opportunity in Capsule CRM when When Lead Becomes Customer in HelloLeads CRM
Create a project in Capsule CRM when When Lead Becomes Customer in HelloLeads CRM
List Tasks in Capsule-crm when New Lead Added to HelloLeads CRM
Create Opportunity in Capsule CRM when New Lead Added to HelloLeads CRM
Create a project in Capsule CRM when New Lead Added to HelloLeads CRM
Actions and Triggers
When this happensTriggers
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
New or Updated Task
Triggers when a given action is performed on a Task.
When Lead Becomes Customer
Triggers when Lead stage is changed to Won stage.
New Lead Added
Triggers when a new lead is added to HelloLeads CRM.
Do thisActions
List Tasks
Get a list of all tasks
Create Opportunity
Creates a new Opportunity.
Create a project
Create a new Project
Create Lead
Creates a new lead.
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Frequently Asked Questions
About Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
Learn MoreAbout HelloLeads CRM
HelloLeads CRM is a customer relationship management tool designed to help businesses streamline their lead management processes, improve customer interactions, and enhance sales productivity. It offers features such as lead tracking, follow-up reminders, and analytics to optimize sales efforts.
Learn More
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