Add deal products in Livespace for new or updated contacts in Capsule CRM
Easily manage your business opportunities by connecting Capsule CRM and Livespace. This workflow is set in motion when a new or updated contact is detected in Capsule CRM, automatically adding a deal product in Livespace. Save time and ensure your sales process stays organized and up-to-date with this seamless automation.
Easily manage your business opportunities by connecting Capsule CRM and Livespace. This workflow is set in motion when a new or updated contact is detected in Capsule CRM, automatically adding a deal product in Livespace. Save time and ensure your sales process stays organized and up-to-date with this seamless automation.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Add Deal Product
Adds a product to existing deal.
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