Capsule CRM + Help Scout
Create Help Scout notes for new or updated Capsule CRM contacts
Stay organized and connected to your clients by automatically adding notes in Help Scout whenever a new or updated contact is registered in Capsule CRM. This seamless workflow ensures that important details and interactions are documented in Help Scout, helping your support team better understand customer needs and provide top-notch service.
Stay organized and connected to your clients by automatically adding notes in Help Scout whenever a new or updated contact is registered in Capsule CRM. This seamless workflow ensures that important details and interactions are documented in Help Scout, helping your support team better understand customer needs and provide top-notch service.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Add Note
Adds a note to existing conversation.
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