Create timeline events in Cloze for new or updated contacts in Capsule CRM
Keep your Capsule CRM contacts and Cloze timelines effortlessly up-to-date with this seamless workflow. Whenever a new or updated contact is added to Capsule CRM, a timeline event is created in the Cloze app, ensuring your team has the latest information on clients and prospects. Stay organized and always informed with this streamlined automation.
Keep your Capsule CRM contacts and Cloze timelines effortlessly up-to-date with this seamless workflow. Whenever a new or updated contact is added to Capsule CRM, a timeline event is created in the Cloze app, ensuring your team has the latest information on clients and prospects. Stay organized and always informed with this streamlined automation.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Timeline Event
Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
- Free forever for core features
- 14 day trial for premium features & apps