Create new Chekkit customers from new or updated Capsule CRM contacts
Keep your Capsule CRM contacts and Chekkit customers in sync with this efficient workflow. Whenever a contact is added or updated in Capsule CRM, this automation will create a new customer in Chekkit, ensuring your data is always up-to-date between both platforms. Spend less time manually transferring contacts and focus on growing your business.
Keep your Capsule CRM contacts and Chekkit customers in sync with this efficient workflow. Whenever a contact is added or updated in Capsule CRM, this automation will create a new customer in Chekkit, ensuring your data is always up-to-date between both platforms. Spend less time manually transferring contacts and focus on growing your business.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create a New Customer
Create a new customer (and optional message) in Chekkit.
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