Create active clients in Radius Agent for new or updated contacts in Capsule CRM
Effortlessly keep your CRM and real estate software in sync with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, this automation will create an active client in Radius Agent. Stay organized and maintain accurate client information without manual data entry, saving time and ensuring a better client management experience.
Effortlessly keep your CRM and real estate software in sync with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, this automation will create an active client in Radius Agent. Stay organized and maintain accurate client information without manual data entry, saving time and ensuring a better client management experience.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Active Client
Creates a new active Client
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