Capsule CRM + Perfit
Create or update Perfit contacts from new or updated Capsule CRM contacts
Keep your Capsule CRM and Perfit contacts up-to-date with this efficient workflow. When a new or updated contact occurs in Capsule CRM, it will create or update the corresponding contact in Perfit, streamlining your contact management process. Stay organized and maintain consistent data across both platforms with this seamless automation.
Keep your Capsule CRM and Perfit contacts up-to-date with this efficient workflow. When a new or updated contact occurs in Capsule CRM, it will create or update the corresponding contact in Perfit, streamlining your contact management process. Stay organized and maintain consistent data across both platforms with this seamless automation.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create/Update Contact
Add a new contact to a list of your choosing. Can be used to update an existing contact too.
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