Create Karbon organization contacts from new or updated Capsule CRM contacts
Keep your Capsule CRM contacts in sync with Karbon by setting up this efficient workflow. Whenever you add or update a contact in Capsule CRM, this automation will create an organization contact in Karbon, ensuring your data stays up-to-date across both platforms. Stay organized and save time by eliminating manual data entry tasks, so you can focus on nurturing your client relationships.
Keep your Capsule CRM contacts in sync with Karbon by setting up this efficient workflow. Whenever you add or update a contact in Capsule CRM, this automation will create an organization contact in Karbon, ensuring your data stays up-to-date across both platforms. Stay organized and save time by eliminating manual data entry tasks, so you can focus on nurturing your client relationships.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Organization Contact
Triggers when a new organization contact is created.
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