Capsule CRM + mfr - field service management
Create customers in mfr - field service management from new or updated opportunities in Capsule CRM
Effortlessly manage your sales opportunities and customer relations with this handy Capsule CRM to mfr - field service management automation. Whenever a new or updated opportunity arises in Capsule CRM, a customer is created in mfr - field service management. This streamlined process not only saves time but also ensures accurate and up-to-date customer information across both platforms.
Effortlessly manage your sales opportunities and customer relations with this handy Capsule CRM to mfr - field service management automation. Whenever a new or updated opportunity arises in Capsule CRM, a customer is created in mfr - field service management. This streamlined process not only saves time but also ensures accurate and up-to-date customer information across both platforms.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Customer
Creates a customer with a unique customer id in mfr.
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