If you're copying contact information from Prefinery to Capsule CRM, we've got a more efficient way of doing things with this automation. While active, it will trigger whenever a new Prefinery tester is created, automatically adding a new person to Capsule CRM with every detail you choose.
How It Works
- A tester is added on Prefinery
- Zapier automation adds a new person on Capsule CRM
What You Need
- Prefinery account
- Capsule CRM account
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Triggers when a given action is performed on a Contact.
Creates a new Case.
Triggers when a given action is performed on an Opportunity.
Creates a new Person / Organisation.
Triggers when a given action is performed on a Case.
Creates a new Opportunity.
Triggered when a new user is created, irrespective of their status.
Creates a new user.
Triggered when a user applies.
Creates a new Task.