Create Bonsai clients from new or updated Capsule CRM contacts
Easily keep your Capsule CRM contacts and Bonsai clients updated with this efficient workflow. Whenever a new or updated contact is added in Capsule CRM, a client will be created or updated in Bonsai, saving you time and ensuring your client information is always up-to-date across both platforms.
Easily keep your Capsule CRM contacts and Bonsai clients updated with this efficient workflow. Whenever a new or updated contact is added in Capsule CRM, a client will be created or updated in Bonsai, saving you time and ensuring your client information is always up-to-date across both platforms.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Client
Creates a client lead on Bonsai
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