Create or update Elevated CRM contacts from new or updated Capsule CRM contacts
Keep your Capsule CRM and Elevated CRM contacts up-to-date effortlessly with this seamless workflow. When a new or updated contact is detected in Capsule CRM, the contact will be created or updated by email in Elevated CRM. This automation ensures that your contact information is always consistent across both platforms, saving you time and eliminating the need for manual data entry.
Keep your Capsule CRM and Elevated CRM contacts up-to-date effortlessly with this seamless workflow. When a new or updated contact is detected in Capsule CRM, the contact will be created or updated by email in Elevated CRM. This automation ensures that your contact information is always consistent across both platforms, saving you time and eliminating the need for manual data entry.
- 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 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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