Capsule CRM + PreciseFP
Create new PreciseFP accounts from new or updated Capsule CRM contacts
Keep your contacts and accounts harmonized between Capsule CRM and PreciseFP. With this workflow, any new or updated contact in Capsule CRM instantly creates or updates an account in PreciseFP. This process saves you time and ensures consistency across your platforms.
Keep your contacts and accounts harmonized between Capsule CRM and PreciseFP. With this workflow, any new or updated contact in Capsule CRM instantly creates or updates an account in PreciseFP. This process saves you time and ensures consistency across your platforms.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Account
Creates a new client or prospect account.
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- 14 day trial for premium features & apps
About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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About PreciseFP
PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.