Create new Aisle Planner leads from new or updated Capsule CRM contacts
Effortlessly manage your contacts and leads with this seamless workflow between Capsule CRM and Aisle Planner. When a new or updated contact is detected in Capsule CRM, a lead will be created in Aisle Planner. This automation ensures that your sales pipeline stays organized and up-to-date, allowing you to focus on driving your business forward.
Effortlessly manage your contacts and leads with this seamless workflow between Capsule CRM and Aisle Planner. When a new or updated contact is detected in Capsule CRM, a lead will be created in Aisle Planner. This automation ensures that your sales pipeline stays organized and up-to-date, allowing you to focus on driving your business forward.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Lead
Creates a new lead.
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