Add contacts to ActiveTrail group for new or updated opportunities in Capsule CRM
Keep your ActiveTrail contact groups up-to-date with this seamless workflow that connects Capsule CRM and ActiveTrail. When a new or updated opportunity arises in Capsule CRM, the associated contact will be instantly added to a designated group in ActiveTrail. This automation saves you time and ensures your marketing campaigns stay relevant and targeted.
Keep your ActiveTrail contact groups up-to-date with this seamless workflow that connects Capsule CRM and ActiveTrail. When a new or updated opportunity arises in Capsule CRM, the associated contact will be instantly added to a designated group in ActiveTrail. This automation saves you time and ensures your marketing campaigns stay relevant and targeted.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Add Contact to Group
Add a new or an existing contact to a specific group (The new contact will be created if not already exists).
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