Capsule CRM + Orbit
Create Orbit activities for new or updated Capsule CRM contacts
Keep your Capsule CRM contacts and Orbit activities in sync with this convenient workflow. Whenever a new or updated contact is detected in Capsule CRM, it will create a new activity in the Orbit app for you, ensuring your outreach efforts remain organized and efficient. Stay on top of your contacts while maintaining a streamlined process with this automation.
Keep your Capsule CRM contacts and Orbit activities in sync with this convenient workflow. Whenever a new or updated contact is detected in Capsule CRM, it will create a new activity in the Orbit app for you, ensuring your outreach efforts remain organized and efficient. Stay on top of your contacts while maintaining a streamlined process with this automation.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Activity
Save an activity to a Member profile in Orbit. If the Member profile does not exist, it will also be created using this Action.
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