Capsule CRM + CloudTalk
Create CloudTalk contacts from new or updated Capsule CRM opportunities
Effortlessly stay organized and connected with your clients by using this workflow between Capsule CRM and CloudTalk. Whenever a new or updated opportunity arises in Capsule CRM, a contact will be created in CloudTalk, ensuring seamless communication and up-to-date information. Streamline your client management process and never miss out on potential business opportunities again.
Effortlessly stay organized and connected with your clients by using this workflow between Capsule CRM and CloudTalk. Whenever a new or updated opportunity arises in Capsule CRM, a contact will be created in CloudTalk, ensuring seamless communication and up-to-date information. Streamline your client management process and never miss out on potential business opportunities again.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Contact
Create a new contact.
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