Capsule CRM + Quotient

Create new Quotient leads from Capsule CRM's updated or new contacts

Streamline your lead management and CRM maintenance with this seamless workflow. When a new or updated contact is added in Capsule CRM, a corresponding lead will be created in Quotient, keeping your sales team informed about potential business opportunities. This automation not only saves time but also ensures accurate contact updates and lead creation for a more efficient sales process.

Streamline your lead management and CRM maintenance with this seamless workflow. When a new or updated contact is added in Capsule CRM, a corresponding lead will be created in Quotient, keeping your sales team informed about potential business opportunities. This automation not only saves time but also ensures accurate contact updates and lead creation for a more efficient sales process.

  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!
    QuotientQuotient
    Create Lead

    Creates a new Lead.

    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

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
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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quotient logo
quotient logo

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Learn moreHelp

Related categories

  • Proposal & Invoice Management