Create Booqable customers from new or updated Capsule CRM opportunities
Streamline your sales and rental processes by connecting Capsule CRM and Booqable with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, a customer will be created in Booqable, ensuring your lead nurturing and customer onboarding processes are timely and accurate across both platforms. This automation helps you manage data effortlessly, enhancing productivity and organization.
Streamline your sales and rental processes by connecting Capsule CRM and Booqable with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, a customer will be created in Booqable, ensuring your lead nurturing and customer onboarding processes are timely and accurate across both platforms. This automation helps you manage data effortlessly, enhancing productivity and organization.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Customer
Create a new customer.
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