ABC Trainerize + Capsule CRM
Create or update Trainerize clients from new or updated Capsule CRM opportunities
Easily manage your clients in Trainerize whenever there's a new or updated opportunity in Capsule CRM with this streamlined workflow. This automation creates or updates clients in Trainerize app when a new or updated opportunity occurs in Capsule CRM, ensuring your client information stays consistent and up-to-date across both platforms. Spend less time on manual data entry and focus on providing great service to your clients.
Easily manage your clients in Trainerize whenever there's a new or updated opportunity in Capsule CRM with this streamlined workflow. This automation creates or updates clients in Trainerize app when a new or updated opportunity occurs in Capsule CRM, ensuring your client information stays consistent and up-to-date across both platforms. Spend less time on manual data entry and focus on providing great service to your clients.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create / Update Client V2
Creates a new client or updates an existing one.
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