Capsule CRM + Gist

Create or update Gist contacts with new or updated Capsule CRM contacts

Keep your Capsule CRM and Gist contacts updated seamlessly with this efficient workflow. Whenever there's a new or updated contact in Capsule CRM, the automation will create or update a matching contact in Gist, ensuring your contact information stays consistent across both platforms. Save valuable time and maintain well-organized contacts with this easy-to-use integration.

Keep your Capsule CRM and Gist contacts updated seamlessly with this efficient workflow. Whenever there's a new or updated contact in Capsule CRM, the automation will create or update a matching contact in Gist, ensuring your contact information stays consistent across both platforms. Save valuable time and maintain well-organized contacts with this easy-to-use 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!
    GistGist
    Create or Update Contact

    Creates a new Contact or updates an existing one.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • 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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capsulecrm logo

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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gist logo
gist logo

About Gist

Gist is an all-in-one email marketing automation, live chat & help desk platform.
Learn more

Related categories

  • Customer Support