Create new Freshdesk companies from new or updated Capsule CRM contacts
Keep your customer profiles up-to-date with this streamlined workflow. When a contact in Capsule CRM receives new data or an update, the corresponding company profile in Freshdesk is immediately refined. This process minimizes manual data handling and encourages efficient customer interactions.
Keep your customer profiles up-to-date with this streamlined workflow. When a contact in Capsule CRM receives new data or an update, the corresponding company profile in Freshdesk is immediately refined. This process minimizes manual data handling and encourages efficient customer interactions.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Company
Allows you to create a Company entry in Freshdesk.
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