Baton + Capsule CRM
Create Baton projects for new or updated Capsule CRM contacts
Effortlessly manage your Capsule CRM contacts and Baton projects with this seamless integration. Whenever a new or updated contact is detected in Capsule CRM, a project is automatically created in the Baton app, keeping your teams aligned and saving valuable time. Focus on more important tasks while this workflow handles contact and project synchronization for you.
Effortlessly manage your Capsule CRM contacts and Baton projects with this seamless integration. Whenever a new or updated contact is detected in Capsule CRM, a project is automatically created in the Baton app, keeping your teams aligned and saving valuable time. Focus on more important tasks while this workflow handles contact and project synchronization for you.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Project
Creates a Project on Baton
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