Capsule CRM + Nusii Integration

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Capsule CRM + Nusii Integration

Create Nusii proposal for new Capsule CRM opportunity

Are you a Capsule CRM user who also uses Nusii for proposal writing? If so, we have some great news for you! This integration will allow you to create proposal in Nusii directly from opportunity in Capsule CRM.

This means that you can save time by automatically creating proposal based on the information contained in your opportunity. Plus, it's easy to get started - simply click activate and connect your Capsule CRM and Nusii accounts.
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Capsule CRM + Nusii Integration

Create Nusii client for new Capsule CRM person

Capsule CRM is a great CRM tool for managing customer data, but it can be time-consuming to create a new client record in Nusii every time you add a new person.

But don't worry anymore. With this Nusii Salesforce integration, you can connect your person and client records, so that when a new person is created in Capsule CRM, you'll automatically receive a corresponding client record in Nusii.
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Capsule CRM + Nusii Integration

Create Nusii proposal for new Capsule CRM person

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within Capsule CRM? With this integration, you can!

When you create a person in Capsule CRM, Nusii will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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Capsule CRM + Nusii Integration

Create Nusii proposal for new Capsule CRM organisation

If your company uses Capsule CRM, and you need to create proposal, there's an easy way to do it using Nusii. When you create a new organisation in Capsule CRM, this integration will automatically create a proposal for you in Nusii.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.
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Capsule CRM + Nusii 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
  • Nusii
    Proposal is accepted in Nusii Instant
  • Nusii
    Proposal is sent in Nusii Instant
  • Nusii
    Proposal is rejected in Nusii Instant
  • Nusii
    Proposal is created in Nusii Instant
  • Nusii
    Proposal is updated in Nusii Instant
  • Nusii
    Proposal activity is created in Nusii
  • Nusii
    Client has seen the proposal in Nusii Instant
  • Nusii
    Client is created in Nusii Instant
  • Nusii
    Client is updated in Nusii Instant
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
  • Nusii
    Create proposal in Nusii
  • Nusii
    Create client in Nusii
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