Capsule CRM + DoneDone Integration

Connect Capsule CRM to DoneDone in 1 click

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Capsule CRM + DoneDone Integration

Create DoneDone task for new Capsule CRM person

Capsule CRM and DoneDone are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Capsule CRM, do you also create a task in DoneDone? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Capsule CRM + DoneDone Integration

Create DoneDone task for new Capsule CRM task

Capsule CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Capsule CRM. DoneDone is a great tool for this.

All you need to do is - integrate DoneDone with Capsule CRM to create task in DoneDone automatically when certain task occur in Capsule CRM. This can save you time by not having to manually create tasks in both systems.
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Capsule CRM + DoneDone Integration

Create DoneDone task for new Capsule CRM opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in DoneDone to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Capsule CRM? Well now there is!

With our integration between Capsule CRM and DoneDone, creating task in DoneDone is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in DoneDone to keep your team up-to-date.
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Capsule CRM + DoneDone Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • DoneDone
    Task is created in DoneDone
  • DoneDone
    Conversation is created in DoneDone
2.
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • DoneDone
    Create task in DoneDone
  • DoneDone
    Search task in DoneDone
  • DoneDone
    Update task status in DoneDone
  • DoneDone
    Get task detail by id in DoneDone
  • DoneDone
    Create project in DoneDone
  • DoneDone
    Add comment to conversation in DoneDone
  • DoneDone
    Add comment to task in DoneDone
  • DoneDone
    Get conversation detail in DoneDone
  • DoneDone
    Create Conversation in DoneDone
  • DoneDone
    Search conversation in DoneDone
  • DoneDone
    Update conversation status in DoneDone
  • DoneDone
    Add reply to conversation in DoneDone
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