Create or update Elevated CRM contacts by phone when new or updated Capsule CRM contacts occur
Effortlessly keep your Capsule CRM and Elevated CRM contacts synchronized with this streamlined workflow. When a contact is added or updated in Capsule CRM, this automation takes care of creating or updating the contact by phone in Elevated CRM. Say goodbye to manual data entry and maintain consistency across your CRM platforms with this user-friendly integration.
Effortlessly keep your Capsule CRM and Elevated CRM contacts synchronized with this streamlined workflow. When a contact is added or updated in Capsule CRM, this automation takes care of creating or updating the contact by phone in Elevated CRM. Say goodbye to manual data entry and maintain consistency across your CRM platforms with this user-friendly integration.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create or Update Contact by Phone
Create Or Update A Contact By Phone. When updating, if we find several contacts, we will only update the most recently created contact.
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