Capsule CRM

App Description

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

Category : CRM, Premium

Triggers

New Case

Triggers when a new case is created

New Opportunity

Triggers when a new opportunity is created

New Task

Triggers when a new open task is created

New User

Triggers when a new user is added

New Organization

Triggers when a new organization is created

New Person

Triggers when a new person is created on Capsule CRM

Actions

Create Task

Creates a new task

Create Opportunity

Creates a new opportunity

Create Person

Creates a new person on Capsule CRM

Create Case

Creates a new case

How Zoho Flow Works

Zoho Flow is an integration platform that lets you create smart workflows among your cloud apps. It works on the basis of a trigger that sets your workflow in motion, and a series of actions that automatically execute as a result of the trigger.