bexio + Capsule CRM
Create new bexio companies from updated Capsule CRM opportunities
Efficiently manage your sales process by connecting Capsule CRM and bexio. This workflow creates a company in bexio when there's a new or updated opportunity in Capsule CRM, helping you keep track of potential clients and maintain organized records. Stay up-to-date on your sales pipeline and effortlessly maintain your client database with this time-saving automation.
Efficiently manage your sales process by connecting Capsule CRM and bexio. This workflow creates a company in bexio when there's a new or updated opportunity in Capsule CRM, helping you keep track of potential clients and maintain organized records. Stay up-to-date on your sales pipeline and effortlessly maintain your client database with this time-saving automation.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Company
Create a new company.
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