Capsule CRM + Karbon
Create Karbon contacts from new or updated Capsule CRM opportunities
Stay on top of your sales opportunities and streamline your contact management with this Capsule CRM to Karbon automation. Whenever a new or updated opportunity arises in Capsule CRM, this workflow creates a person contact in Karbon, ensuring that your team stays informed and follows up on potential leads effectively. Maintain an organized database of contacts and improve your client relations while saving time and effort.
Stay on top of your sales opportunities and streamline your contact management with this Capsule CRM to Karbon automation. Whenever a new or updated opportunity arises in Capsule CRM, this workflow creates a person contact in Karbon, ensuring that your team stays informed and follows up on potential leads effectively. Maintain an organized database of contacts and improve your client relations while saving time and effort.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Person Contact
Triggers when a new person contact is created.
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