Create CLOSEM appointment for new Capsule CRM person
Capsule CRM + CLOSEM Integration
Select 1 Click Automation
Create CLOSEM appointment for new Capsule CRM organisation
Capsule CRM + CLOSEM Integration
Create CLOSEM contact for new Capsule CRM person
If you're using Capsule CRM to manage your sales leads, it's important to also use CLOSEM to manage your email marketing.
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Capsule CRM, a corresponding contact will automatically be created in CLOSEM.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
See moreBut adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Capsule CRM, a corresponding contact will automatically be created in CLOSEM.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
When Person is created in Capsule CRM > Check condition > Create contact in CLOSEM
Capsule CRM + CLOSEM Integration
When Opportunity is created in Capsule CRM > Schedule appointment in CLOSEM
Capsule CRM + CLOSEM Integration
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