Capsule CRM + Radius Agent
Create active clients in Radius Agent from new or updated opportunities in Capsule CRM
Effortlessly manage your customer relations with this Capsule CRM and Radius Agent integration. When a new or updated opportunity arises in Capsule CRM, this workflow will create an active client in Radius Agent, ensuring you stay on top of your client list. This seamless process saves you time and helps maintain an updated client database for better organization and tracking.
Effortlessly manage your customer relations with this Capsule CRM and Radius Agent integration. When a new or updated opportunity arises in Capsule CRM, this workflow will create an active client in Radius Agent, ensuring you stay on top of your client list. This seamless process saves you time and helps maintain an updated client database for better organization and tracking.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Active Client
Creates a new active Client
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