Create or update Keap contacts from new or updated Capsule CRM opportunities
Effortlessly manage your sales process by connecting Capsule CRM with Keap. With this workflow, whenever a new or updated opportunity occurs in Capsule CRM, the corresponding contact will be created or updated in Keap. Save time and ensure that your customer information stays consistent between both platforms for better organization and communication.
Effortlessly manage your sales process by connecting Capsule CRM with Keap. With this workflow, whenever a new or updated opportunity occurs in Capsule CRM, the corresponding contact will be created or updated in Keap. Save time and ensure that your customer information stays consistent between both platforms for better organization and communication.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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