Capsule CRM + GuideLite

Create Capsule CRM contacts from new GuideLite form submissions

Enhance your contact management efficiency with this integration. Upon receiving a form submission in GuideLite, a new contact is automatically created in Capsule CRM. Keep track of new leads seamlessly and improve your CRM workflow with updated contact details from GuideLite.

Enhance your contact management efficiency with this integration. Upon receiving a form submission in GuideLite, a new contact is automatically created in Capsule CRM. Keep track of new leads seamlessly and improve your CRM workflow with updated contact details from GuideLite.

  1. When this happens...
    GuideLiteGuideLite
    New Lead Submission

    Triggers when a new lead is captured through a new conversation on Guidelite.

    TriggerScheduled
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Contact

    Creates a new Person or Organisation.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Assistant IdRequired

    Trigger
    Scheduled
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Assistant IdRequired

    • MessageRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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guidelite logo

About GuideLite

GuideLite is a platform that helps organizations build and utilize AI assistants
Help

Related categories

  • AI Tools