Create or update PersistIQ prospects from new or updated Capsule CRM contacts
Easily manage your sales prospects by connecting Capsule CRM and PersistIQ with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, this automation will create or update a prospect in PersistIQ, ensuring your sales process stays up-to-date and organized. Save time and always keep your prospect information synchronized across both platforms.
Easily manage your sales prospects by connecting Capsule CRM and PersistIQ with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, this automation will create or update a prospect in PersistIQ, ensuring your sales process stays up-to-date and organized. Save time and always keep your prospect information synchronized across 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 or Update Prospect
Creates or updates a prospect.
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