Create ChartMogul customers from new or updated Capsule CRM opportunities
Easily manage your sales pipeline and streamline customer onboarding with this workflow. When a new or updated opportunity arises in Capsule CRM, it will create a customer in ChartMogul. Stay organized and improve your sales process without any manual effort.
Easily manage your sales pipeline and streamline customer onboarding with this workflow. When a new or updated opportunity arises in Capsule CRM, it will create a customer in ChartMogul. Stay organized and improve your sales process without any manual effort.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create a Customer
Create a customer profile in the target data source
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