Add contacts to Customers.ai automations for new or updated opportunities in Capsule CRM
Stay on top of opportunities with this seamless workflow between Capsule CRM and Customers.ai. When a new or updated opportunity occurs in Capsule CRM, the contact associated with it will be added to an automation in Customers.ai, ensuring that your marketing campaigns are timely and targeted - helping you convert opportunities into clients effortlessly.
Stay on top of opportunities with this seamless workflow between Capsule CRM and Customers.ai. When a new or updated opportunity occurs in Capsule CRM, the contact associated with it will be added to an automation in Customers.ai, ensuring that your marketing campaigns are timely and targeted - helping you convert opportunities into clients effortlessly.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Add Contact to Automation
Adds a contact to an automation
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