Create CoachAccountable clients from new or updated Capsule CRM contacts
Effortlessly keep your client information up-to-date in CoachAccountable with this Capsule CRM to CoachAccountable automation. Upon any new or updated contact in Capsule CRM, this workflow will instantly create a new client in CoachAccountable, ensuring you always have the latest client data at your fingertips. Maintain a seamless connection between your CRM and coaching platform to make client management a breeze.
Effortlessly keep your client information up-to-date in CoachAccountable with this Capsule CRM to CoachAccountable automation. Upon any new or updated contact in Capsule CRM, this workflow will instantly create a new client in CoachAccountable, ensuring you always have the latest client data at your fingertips. Maintain a seamless connection between your CRM and coaching platform to make client management a breeze.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Add New Client
Adds a new Client.
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