Create Jobber clients from new or updated Capsule CRM opportunities
Effortlessly manage your sales pipeline and streamline client creation with this workflow that connects Capsule CRM and Jobber. When a new or updated opportunity arises in Capsule CRM, a client will be instantly created in Jobber, saving you time and ensuring seamless business operations. Stay on top of your sales and effortlessly maintain client records with this efficient automation.
Effortlessly manage your sales pipeline and streamline client creation with this workflow that connects Capsule CRM and Jobber. When a new or updated opportunity arises in Capsule CRM, a client will be instantly created in Jobber, saving you time and ensuring seamless business operations. Stay on top of your sales and effortlessly maintain client records with this efficient automation.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Client
Creates a new client.
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