Capsule CRM + Harvest
Create new Capsule CRM contacts from new clients in Harvest
Boost your efficiency and stay organized by connecting Harvest with Capsule CRM. Whenever a new client is added to Harvest, this automation will promptly create a corresponding contact in Capsule CRM. You won't need to manually transfer data, freeing up your time for other crucial tasks. Streamline your client management process and ensure all your contact details are consistently up-to-date.
Boost your efficiency and stay organized by connecting Harvest with Capsule CRM. Whenever a new client is added to Harvest, this automation will promptly create a corresponding contact in Capsule CRM. You won't need to manually transfer data, freeing up your time for other crucial tasks. Streamline your client management process and ensure all your contact details are consistently up-to-date.
- When this happens...New Client
Triggers when a new client is added.
- automatically do this!Create Contact
Creates a new Person or Organisation.
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