Capsule CRM + GoSquared
Create new Capsule CRM contacts from new GoSquared user entered groups
Enhance your customer management process with this efficient workflow. When a user enters a smart group in GoSquared, a new contact gets created in Capsule CRM, making it easier for your team to track and engage with each individual. It's a time-saving solution that ensures no potential customer slips through the cracks, while boosting your CRM's effectiveness.
Enhance your customer management process with this efficient workflow. When a user enters a smart group in GoSquared, a new contact gets created in Capsule CRM, making it easier for your team to track and engage with each individual. It's a time-saving solution that ensures no potential customer slips through the cracks, while boosting your CRM's effectiveness.
- When this happens...User Entered Smart Group
Triggers when a user enters a specific Smart Group.
- automatically do this!Create Contact
Creates a new Person or Organisation.
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Include Unverified Leads?
Delay (In Seconds)Required
Try ItInclude Unverified Leads?
Smart GroupRequired
Try ItVisitor ThresholdRequired
Try ItPerson EmailRequired
First Name
Last Name
Created at Time
Company Name
Company Position
Company Industry
Company Size
Status
Username
Phone Number
Profile Picture URL
Id
Custom Properties
