Update MetaLocator records when new or updated Capsule CRM contacts are detected
Keep your Capsule CRM contacts and MetaLocator records up-to-date with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, their information will be used to update the corresponding record in MetaLocator. This way, you can easily maintain consistency between the two platforms and save time on manual data entry.
Keep your Capsule CRM contacts and MetaLocator records up-to-date with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, their information will be used to update the corresponding record in MetaLocator. This way, you can easily maintain consistency between the two platforms and save time on manual data entry.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Update Record
This action updates a specific record in MetaLocator.
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