Create communications in Cloze for new or updated contacts in Capsule CRM
Keep your Capsule CRM and Cloze contacts up-to-date with this seamless workflow. When a new or updated contact is added in Capsule CRM, a communication will be created in Cloze, ensuring your contact information is always current and organized. Save time and stay organized with this efficient contact management solution.
Keep your Capsule CRM and Cloze contacts up-to-date with this seamless workflow. When a new or updated contact is added in Capsule CRM, a communication will be created in Cloze, ensuring your contact information is always current and organized. Save time and stay organized with this efficient contact management solution.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Communication
Create a new communication record (email or call).
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