Automatically create Pennylane customers from new or updated Capsule CRM opportunities
Effortlessly keep your Capsule CRM Opportunities and Pennylane Customers synchronized with this smooth workflow. When a new or updated Opportunity arises in Capsule CRM, this automation will instantly create or update a Customer in Pennylane, ensuring the latest information is available on both platforms. Say goodbye to manual data entry and boost your customer management processes with this integration.
Effortlessly keep your Capsule CRM Opportunities and Pennylane Customers synchronized with this smooth workflow. When a new or updated Opportunity arises in Capsule CRM, this automation will instantly create or update a Customer in Pennylane, ensuring the latest information is available on both platforms. Say goodbye to manual data entry and boost your customer management processes with this integration.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Customer
Creates a new customer.
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