Capsule CRM + OneNote
Create OneNote notes for new or updated Capsule CRM contacts
Keep all your Capsule CRM contacts' information organized and accessible in OneNote with this seamless workflow. When you add or update a contact in Capsule CRM, this automation will create a note in OneNote to store all the essential details. Stay on top of your CRM contacts and never miss important information by having it all in one place.
Keep all your Capsule CRM contacts' information organized and accessible in OneNote with this seamless workflow. When you add or update a contact in Capsule CRM, this automation will create a note in OneNote to store all the essential details. Stay on top of your CRM contacts and never miss important information by having it all in one place.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Note
Create a new note in the "Quick Notes" section of your default notebook.
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