Create Paymo clients from new or updated Capsule CRM contacts
Easily manage your clients across platforms with this seamless workflow between Capsule CRM and Paymo. Whenever a new or updated contact is added in Capsule CRM, a client is created in Paymo to help you track progress and tasks related to them. Enhance your productivity and organization without having to manually input data in both platforms.
Easily manage your clients across platforms with this seamless workflow between Capsule CRM and Paymo. Whenever a new or updated contact is added in Capsule CRM, a client is created in Paymo to help you track progress and tasks related to them. Enhance your productivity and organization without having to manually input data in both platforms.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Client
Creates a new client.
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