Capsule CRM + Elevated CRM
Create or update Elevated CRM contacts when new or updated opportunities occur in Capsule CRM
Keep your Capsule CRM and Elevated CRM contacts up to date with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, the automation will create or update the contact by email in Elevated CRM. This way, you can ensure accurate and consistent data across both platforms, saving time and maintaining effective communication.
Keep your Capsule CRM and Elevated CRM contacts up to date with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, the automation will create or update the contact by email in Elevated CRM. This way, you can ensure accurate and consistent data across both platforms, saving time and maintaining effective communication.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create or Update Contact by Email
Create Or Update A Contact By Email. When updating, if we find several contacts, we will only update the most recently created contact.
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