Capsule CRM + Grist
Create or update Grist records from new or updated Capsule CRM contacts
Maintain consistency between your Capsule CRM contacts and Grist records effortlessly with this efficient workflow. When a contact is added or updated in Capsule CRM, the integration seamlessly creates or modifies a matching record in Grist. Focus on nurturing your business relationships instead of manually managing data across platforms.
Maintain consistency between your Capsule CRM contacts and Grist records effortlessly with this efficient workflow. When a contact is added or updated in Capsule CRM, the integration seamlessly creates or modifies a matching record in Grist. Focus on nurturing your business relationships instead of manually managing data across platforms.
- 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 Record
Creates a new Record in a Table, or Updates an existing matching Record
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