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All integrations

CRM

Capsule crm for your Agent

Flow can look up contacts, companies and deals in Capsule crm, and with read and write access it can update records.

It asks for your approval before it changes anything in Capsule crm. Connect by signing in with Capsule crm.

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Which Capsule crm deals are linked to tenders closing this month?

Connect Capsule crm in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Capsule crm.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Capsule crm.

What Flow can do depends on what Capsule crm offers through its API and on the access you choose.

Things to ask

Type these to Flow once Capsule crm is connected.

  • Capsule crm

    Which Capsule crm deals are linked to tenders closing this month?

  • Capsule crm

    Create a Capsule crm deal for the Vienna hospital tender, with its value and deadline.

About Capsule crm

Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently.

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