Capsule CRM + Customer Fields
Create customers in Customer Fields for new or updated contacts in Capsule CRM
Easily keep your Capsule CRM contacts and Customer Fields customers in sync with this efficient workflow. Whenever a new or updated contact is registered in Capsule CRM, a customer will be created in the Customer Fields app, ensuring your databases are always up-to-date. This automation saves you time and effort while maintaining accurate records across both platforms.
Easily keep your Capsule CRM contacts and Customer Fields customers in sync with this efficient workflow. Whenever a new or updated contact is registered in Capsule CRM, a customer will be created in the Customer Fields app, ensuring your databases are always up-to-date. This automation saves you time and effort while maintaining accurate records 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!Create Customer
Create a new customer.
- Free forever for core features
- 14 day trial for premium features & apps
