Capsule CRM + LionDesk
Create LionDesk contacts from new or updated Capsule CRM opportunities
Effortlessly keep your Capsule CRM opportunities and LionDesk contacts up to date with this seamless workflow. Whenever there's a new or updated opportunity in Capsule CRM, this automation will create a contact in LionDesk for you. Stay organized and nurture your leads more effectively without missing a beat.
Effortlessly keep your Capsule CRM opportunities and LionDesk contacts up to date with this seamless workflow. Whenever there's a new or updated opportunity in Capsule CRM, this automation will create a contact in LionDesk for you. Stay organized and nurture your leads more effectively without missing a beat.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Contact
Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
- Free forever for core features
- 14 day trial for premium features & apps
