Capsule CRM + Ortto
Create Ortto records for new or updated Capsule CRM contacts
Effortlessly keep your Capsule CRM contacts in sync with Ortto records using this seamless workflow. Whenever a new or updated contact is added to Capsule CRM, a corresponding record will be created in Ortto, ensuring your data remains consistent and up-to-date across both platforms. Streamline your contact management and stay organized with this time-saving automation.
Effortlessly keep your Capsule CRM contacts in sync with Ortto records using this seamless workflow. Whenever a new or updated contact is added to Capsule CRM, a corresponding record will be created in Ortto, ensuring your data remains consistent and up-to-date across both platforms. Streamline your contact management and stay organized with this time-saving automation.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Record
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
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