Capsule CRM + Moxo
Create Moxo clients from new or updated Capsule CRM opportunities
Keep your client information up-to-date with this efficient workflow between Capsule CRM and Moxo. Whenever a new or updated opportunity arises in Capsule CRM, this automation will create a client in Moxo, ensuring your data is consistent across both platforms. Save time and maintain accurate records without any manual effort.
Keep your client information up-to-date with this efficient workflow between Capsule CRM and Moxo. Whenever a new or updated opportunity arises in Capsule CRM, this automation will create a client in Moxo, ensuring your data is consistent across both platforms. Save time and maintain accurate records without any manual effort.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Client
Creates a new client user.
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- 14 day trial for premium features & apps
About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
