Create new Capsule CRM contacts from new clients in Clockify
Streamline your client management process with this automation. The moment a new client is added to Clockify, a contact is promptly created in Capsule CRM. This workflow not only helps in saving time but also ensures consistent client information across both platforms.
Streamline your client management process with this automation. The moment a new client is added to Clockify, a contact is promptly created in Capsule CRM. This workflow not only helps in saving time but also ensures consistent client information across both platforms.
- When this happens...New Client
Triggers when a new client is added to a workspace.
- automatically do this!Create Contact
Creates a new Person or Organisation.
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