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BannerSeason + Capsule CRM

Create or update BannerSeason contacts from new or updated Capsule CRM opportunities

Effortlessly manage your sales leads and customer contacts by connecting Capsule CRM to BannerSeason. With this seamless workflow, whenever there's a new or updated opportunity in Capsule CRM, a corresponding contact will be created or updated in BannerSeason. This automation simplifies your lead nurturing process and ensures that your customer information stays up-to-date across both platforms.

Effortlessly manage your sales leads and customer contacts by connecting Capsule CRM to BannerSeason. With this seamless workflow, whenever there's a new or updated opportunity in Capsule CRM, a corresponding contact will be created or updated in BannerSeason. This automation simplifies your lead nurturing process and ensures that your customer information stays up-to-date across both platforms.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    BannerSeasonBannerSeason
    Create or Update Contact

    Adds a new contact or updates an existing one in your BannerSeason contact list.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
bannerseason logo
bannerseason logo

About BannerSeason

BannerSeason is a platform that enables you to Send gifts to WOW your customers with real personalized tangible cards and gifts in the mail.
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Related categories

  • Marketing Automation

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