Billage + Capsule CRM
Create contacts in Billage for new or updated opportunities in Capsule CRM
Stay organized and efficiently manage your sales process by connecting Capsule CRM and Billage. With this workflow, whenever a new or updated opportunity is detected in Capsule CRM, a corresponding contact will be created in Billage. This ensures seamless collaboration between your CRM and project management systems, saving time and reducing manual data entry.
Stay organized and efficiently manage your sales process by connecting Capsule CRM and Billage. With this workflow, whenever a new or updated opportunity is detected in Capsule CRM, a corresponding contact will be created in Billage. This ensures seamless collaboration between your CRM and project management systems, saving time and reducing manual data entry.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Contact
Creates a new contact in an account.
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