Capsule CRM + Microsoft Outlook
Create contacts in Microsoft Outlook for new or updated opportunities in Capsule CRM
Keep your Microsoft Outlook contacts in sync with Capsule CRM opportunities by utilizing this seamless workflow. When a new or updated opportunity occurs in Capsule CRM, a contact will be created in Microsoft Outlook, ensuring you always have the most up-to-date information across both platforms. With this time-saving automation, you can focus on nurturing your leads and closing deals, without worrying about manually updating contact information.
Keep your Microsoft Outlook contacts in sync with Capsule CRM opportunities by utilizing this seamless workflow. When a new or updated opportunity occurs in Capsule CRM, a contact will be created in Microsoft Outlook, ensuring you always have the most up-to-date information across both platforms. With this time-saving automation, you can focus on nurturing your leads and closing deals, without worrying about manually updating contact information.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Contact
Creates a new contact.
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