Capsule CRM + Rocketlane

Create Rocketlane projects from new or updated Capsule CRM contacts

Easily manage your Capsule CRM contacts and Rocketlane projects with this efficient workflow. When a new or updated contact is added in Capsule CRM, a project will be created in Rocketlane, helping you stay organized and informed. This seamless automation ensures your projects are up to date without the need for manual data entry, saving you time and boosting productivity.

Easily manage your Capsule CRM contacts and Rocketlane projects with this efficient workflow. When a new or updated contact is added in Capsule CRM, a project will be created in Rocketlane, helping you stay organized and informed. This seamless automation ensures your projects are up to date without the need for manual data entry, saving you time and boosting productivity.

  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!
    RocketlaneRocketlane
    Create Project

    Creates a project.

    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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rocketlane logo
rocketlane logo

About Rocketlane

Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
Help

Related categories

  • Project Management