Capsule CRM + Unbiased Pro + Filter by Zapier
Create Capsule CRM contacts for all new Unbiased Pro enquiries
When you receive an enquiry in Unbiased Pro, this integration will use the data to create a new contact in Capsule CRM.
When you receive an enquiry in Unbiased Pro, this integration will use the data to create a new contact in Capsule CRM.
- When this happens...Enquiry Status Change
Triggers when status of an enquiry is changed.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Contact
Creates a new Person or Organisation.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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About Unbiased Pro
Unbiased Pro is a UK growth platform for financial advisers, mortgage brokers, and accountants.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.