Capsule CRM + Podia
Create Podia customers from new or updated Capsule CRM opportunities
Effortlessly streamline your Capsule CRM opportunities with this workflow that easily enrolls new or updated clients in your Podia courses and memberships. When an opportunity is created or updated in Capsule CRM, this automation subscribes the customer to a selected product in your Podia account. Say goodbye to manual data entry and maintain an organized customer base while ensuring a seamless customer experience.
Effortlessly streamline your Capsule CRM opportunities with this workflow that easily enrolls new or updated clients in your Podia courses and memberships. When an opportunity is created or updated in Capsule CRM, this automation subscribes the customer to a selected product in your Podia account. Say goodbye to manual data entry and maintain an organized customer base while ensuring a seamless customer experience.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Add Someone to Your Community
Adds someone to your audience and adds them to a specific community plan (Only available on Podia Shaker plan).
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