Popular Capsule CRM + Flowlu Workflows
Create Capsule CRM task for new Flowlu opportunity
Create Flowlu contact for new Capsule CRM person
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Capsule CRM - Flowlu integration, anytime a new Capsule CRM person is created, an Flowlu contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Flowlu organization for new Capsule CRM organisation
Create Flowlu task for new Capsule CRM person
When you create a person in Capsule CRM, do you also create a task in Flowlu? 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.
Create Flowlu task for new Capsule CRM task
All you need to do is - integrate Flowlu with Capsule CRM to create task in Flowlu automatically when certain task occur in Capsule CRM. This can save you time by not having to manually create tasks in both systems.
Create Flowlu task for new Capsule CRM opportunity
With our integration between Capsule CRM and Flowlu, creating task in Flowlu is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in Flowlu to keep your team up-to-date.
Create Flowlu task for updated Capsule CRM person
Create Capsule CRM organisation for new Flowlu organization
When Person is created in Capsule CRM > Check any condition > Create task in Flowlu
When Person is created in Capsule CRM > Check condition > Create contact in Flowlu
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Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.
See Capsule CRM IntegrationsFlowlu is the ultimate digital workplace. With Flowlu, you can create and manage all your projects, tasks and projects in one place — from anywhere with an internet connection.
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