Capsule CRM + ChartMogul
Add custom attributes to ChartMogul customers when new or updated opportunities arise in Capsule CRM
Keep your Capsule CRM opportunities and ChartMogul customer data in sync with this efficient workflow. When a new or updated opportunity is detected in Capsule CRM, it automatically adds custom attributes to the corresponding customer in ChartMogul via external ID. This seamless integration saves time and ensures that your sales and customer data are always up-to-date and accurate.
Keep your Capsule CRM opportunities and ChartMogul customer data in sync with this efficient workflow. When a new or updated opportunity is detected in Capsule CRM, it automatically adds custom attributes to the corresponding customer in ChartMogul via external ID. This seamless integration saves time and ensures that your sales and customer data are always up-to-date and accurate.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Add a Custom Attribute to a Customer via External ID
Adds a custom attribute to the customer in ChartMogul that have the given external ID
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