Create new Capsule CRM contacts from new Customer Fields form submissions
Easily streamline your customer management process with this efficient workflow. Whenever a new form submission occurs in the Customer Fields app, a contact will be created within the Capsule CRM app. This automation saves you time by eliminating manual data entry, ensuring all your customer information is updated and organized in real time.
Easily streamline your customer management process with this efficient workflow. Whenever a new form submission occurs in the Customer Fields app, a contact will be created within the Capsule CRM app. This automation saves you time by eliminating manual data entry, ensuring all your customer information is updated and organized in real time.
- When this happens...New Form Submission
Triggers when a customer submits a form.
- automatically do this!Create Contact
Creates a new Person or Organisation.
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