Capsule CRM + PEP Cloud
Create or update PEP Cloud clients from new or updated Capsule CRM contacts
Keep your Capsule CRM contacts and PEP Cloud clients up to date with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, this integration will create or update a client in PEP Cloud, ensuring your client information remains accurate and organized across both platforms. Stay on top of your contact management and enhance communication with clients by using this efficient solution.
Keep your Capsule CRM contacts and PEP Cloud clients up to date with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, this integration will create or update a client in PEP Cloud, ensuring your client information remains accurate and organized across both platforms. Stay on top of your contact management and enhance communication with clients by using this efficient solution.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
- Free forever for core features
- 14 day trial for premium features & apps
