Update Pipeline CRM people when new or updated Capsule CRM contacts are detected
Keep your Capsule CRM and Pipeline CRM contacts in sync effortlessly with this smart workflow. Whenever a new or updated contact appears in Capsule CRM, their information is seamlessly updated in Pipeline CRM as a person. Skip manual data entry and save valuable time while ensuring both systems are always up-to-date.
Keep your Capsule CRM and Pipeline CRM contacts in sync effortlessly with this smart workflow. Whenever a new or updated contact appears in Capsule CRM, their information is seamlessly updated in Pipeline CRM as a person. Skip manual data entry and save valuable time while ensuring both systems are always up-to-date.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Update Person
Updates an existing person in your PipelineDeals account.
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