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BenchmarkONE + Capsule CRM

Create or update BenchmarkONE contacts from new or updated Capsule CRM contacts

Keep your Capsule CRM and BenchmarkONE contacts in sync with this efficient workflow. Whenever a new or updated contact is detected in Capsule CRM, the contact will be created or updated in BenchmarkONE. This automation helps maintain consistent contact information across both platforms, saving you time and ensuring your sales and marketing efforts target the right people.

Keep your Capsule CRM and BenchmarkONE contacts in sync with this efficient workflow. Whenever a new or updated contact is detected in Capsule CRM, the contact will be created or updated in BenchmarkONE. This automation helps maintain consistent contact information across both platforms, saving you time and ensuring your sales and marketing efforts target the right people.

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

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    BenchmarkONEBenchmarkONE
    Create/Update Contact

    Creates a new contact or updates an existing contact.

    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

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
benchmarkone logo
benchmarkone logo

About BenchmarkONE

Keep tabs on your contacts, automatically follow up on them, and track your marketing with smart insights in BenchmarkONE's simple CRM.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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capsulecrm logo
capsulecrm logo

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.

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