Billit + Capsule CRM
Create Billit customers from new or updated Capsule CRM opportunities
Effortlessly manage your sales pipeline and customer billing with this Capsule CRM and Billit integration. When a new or updated opportunity arises in Capsule CRM, this workflow will create a customer in Billit, ensuring you never miss a beat. Save time and stay organized with this seamless customer creation automation.
Effortlessly manage your sales pipeline and customer billing with this Capsule CRM and Billit integration. When a new or updated opportunity arises in Capsule CRM, this workflow will create a customer in Billit, ensuring you never miss a beat. Save time and stay organized with this seamless customer creation automation.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Customer
This action will create a customer in Billit
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About Billit
Billit is an accounting app for entrepreneurs, with the support of the accountants.
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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.
