Capsule CRM + MDirector
Create/update MDirector contacts from new or updated Capsule CRM opportunities
Stay on top of new and updated opportunities in Capsule CRM by effortlessly managing your contacts in MDirector. This workflow automatically creates or updates contacts in the MDirector app whenever there's an opportunity change in Capsule CRM. Save time and eliminate the need for manual data entry, ensuring your marketing efforts are focused on the right leads.
Stay on top of new and updated opportunities in Capsule CRM by effortlessly managing your contacts in MDirector. This workflow automatically creates or updates contacts in the MDirector app whenever there's an opportunity change in Capsule CRM. Save time and eliminate the need for manual data entry, ensuring your marketing efforts are focused on the right leads.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create/Update Contact
Creates a new contact, or updates an existing contact.
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