Capsule CRM + LionDesk
Create LionDesk contacts for new or updated Capsule CRM contacts
Easily maintain updated contact information between Capsule CRM and LionDesk with this seamless automation. With this workflow, every time a new or updated contact is detected in Capsule CRM, the information is instantly transferred and a new contact is created in LionDesk. This ensures that your LionDesk contacts remain up-to-date, saving you time and reducing manual data entry errors.
Easily maintain updated contact information between Capsule CRM and LionDesk with this seamless automation. With this workflow, every time a new or updated contact is detected in Capsule CRM, the information is instantly transferred and a new contact is created in LionDesk. This ensures that your LionDesk contacts remain up-to-date, saving you time and reducing manual data entry errors.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- 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
