Capsule CRM + Help Scout
Update Help Scout customer properties for new or updated Capsule CRM opportunities
Maintain seamless consistency between your Capsule CRM Opportunities and Help Scout customer properties with this efficient workflow. When a new or updated Opportunity arises in Capsule CRM, this automation ensures that the corresponding customer properties in Help Scout are updated accordingly. Keep your customer information up-to-date across platforms without any manual intervention, saving you time and effort.
Maintain seamless consistency between your Capsule CRM Opportunities and Help Scout customer properties with this efficient workflow. When a new or updated Opportunity arises in Capsule CRM, this automation ensures that the corresponding customer properties in Help Scout are updated accordingly. Keep your customer information up-to-date across platforms without any manual intervention, saving you time and effort.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Update Customer Properties
Updates a customer's properties.
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