Capsule CRM + Moneybird
Create Moneybird contacts from new or updated Capsule CRM opportunities
Stay on top of your business relationships by seamlessly connecting Capsule CRM and Moneybird. With this automation, whenever a new or updated opportunity occurs in Capsule CRM, a contact will be created in Moneybird. Keep your contact list up-to-date, streamline your processes, and focus on nurturing those valuable connections.
Stay on top of your business relationships by seamlessly connecting Capsule CRM and Moneybird. With this automation, whenever a new or updated opportunity occurs in Capsule CRM, a contact will be created in Moneybird. Keep your contact list up-to-date, streamline your processes, and focus on nurturing those valuable connections.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Contact
Triggers when a new contact is created.
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