Autotask + Capsule CRM
Update Autotask companies with new or updated Capsule CRM opportunities
Keep your Capsule CRM and Autotask up-to-date with this workflow. Whenever a new or updated opportunity is detected in Capsule CRM, this automation updates the corresponding company information in Autotask. Stay organized and ensure your customer data is always accurate across both platforms.
Keep your Capsule CRM and Autotask up-to-date with this workflow. Whenever a new or updated opportunity is detected in Capsule CRM, this automation updates the corresponding company information in Autotask. Stay organized and ensure your customer data is always accurate across both platforms.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Update Company
Update a company.
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About Autotask
Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
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CRM (Customer Relationship Management)About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
