Create PersistIQ prospects from new or updated Capsule CRM contacts
Easily manage your sales prospects by connecting Capsule CRM and PersistIQ with this seamless workflow. When a new or updated contact is added in Capsule CRM, it will create a prospect in PersistIQ, ensuring your sales team always has the most up-to-date information. Stay organized and efficient without lifting a finger, thanks to this powerful automation.
Easily manage your sales prospects by connecting Capsule CRM and PersistIQ with this seamless workflow. When a new or updated contact is added in Capsule CRM, it will create a prospect in PersistIQ, ensuring your sales team always has the most up-to-date information. Stay organized and efficient without lifting a finger, thanks to this powerful automation.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Prospect
Creates a new prospect.
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