Capsule CRM + Map My Customers
Create or update Map My Customers companies from new or updated Capsule CRM opportunities
Keep your sales pipeline up-to-date with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, it will automatically create or update the corresponding company information in Map My Customers. This ensures you have accurate and organized data across both platforms for a seamless sales process.
Keep your sales pipeline up-to-date with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, it will automatically create or update the corresponding company information in Map My Customers. This ensures you have accurate and organized data across both platforms for a seamless sales process.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create or Update Company
Creates or Updates a Company.
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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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About Map My Customers
Map My Customers is the mobile sales CRM simplifying your team's day-to-day.