Create FreedomSoft buyer leads from new or updated Capsule CRM contacts
Keep your Capsule CRM contacts in sync with your FreedomSoft buyer leads with this efficient workflow. Whenever there's a new or updated contact in Capsule CRM, a buyer lead will be created in FreedomSoft, ensuring you never miss an opportunity to reach potential buyers. Stay organized and save time by managing your leads seamlessly across both platforms.
Keep your Capsule CRM contacts in sync with your FreedomSoft buyer leads with this efficient workflow. Whenever there's a new or updated contact in Capsule CRM, a buyer lead will be created in FreedomSoft, ensuring you never miss an opportunity to reach potential buyers. Stay organized and save time by managing your leads seamlessly across both platforms.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Buyer Lead
Finds a buyer lead based on phone number, email, or full name, scoped by lead campaign.
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