Add notes to Contacts+ for new or updated Capsule CRM contacts
Keep your Capsule CRM and Contacts+ notes up-to-date with this seamless automation. Whenever a contact is created or updated in Capsule CRM, a note will be added to the corresponding Contacts+ entry. This way, you'll never miss important information and can easily maintain consistent notes across both platforms.
Keep your Capsule CRM and Contacts+ notes up-to-date with this seamless automation. Whenever a contact is created or updated in Capsule CRM, a note will be added to the corresponding Contacts+ entry. This way, you'll never miss important information and can easily maintain consistent notes across both platforms.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Add Note to Contact
Appends a note to a contact.
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