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.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create or Update Contact
Adds a new contact or updates an existing one in your BannerSeason contact list.
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