Create OfficeClip contacts when new or updated Capsule CRM contacts are detected
Keep your Capsule CRM and OfficeClip contacts up-to-date with this seamless automation. Whenever a new or updated contact is added to Capsule CRM, this workflow will automatically create a new contact in OfficeClip, ensuring your contact list is always in sync between both apps. Save time on manual data entry and focus on what matters most for your business.
Keep your Capsule CRM and OfficeClip contacts up-to-date with this seamless automation. Whenever a new or updated contact is added to Capsule CRM, this workflow will automatically create a new contact in OfficeClip, ensuring your contact list is always in sync between both apps. Save time on manual data entry and focus on what matters most for your business.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Contact
Creates a new contact in OfficeClip.
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