Capsule CRM + Freshsales Classic
Update Freshsales Classic contacts when new or updated opportunities arise in Capsule CRM
Effortlessly keep your Capsule CRM and Freshsales Classic contacts up to date with this seamless workflow. Whenever a new or updated opportunity occurs in Capsule CRM, the associated contact information will be updated in Freshsales Classic. This integration helps you maintain accurate records and saves time on manual data entry, allowing you to focus on nurturing opportunities and closing deals.
Effortlessly keep your Capsule CRM and Freshsales Classic contacts up to date with this seamless workflow. Whenever a new or updated opportunity occurs in Capsule CRM, the associated contact information will be updated in Freshsales Classic. This integration helps you maintain accurate records and saves time on manual data entry, allowing you to focus on nurturing opportunities and closing deals.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Update Contact
Updates an existing contact; if not found, it will create a new one.
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