Create or update Relatable contacts from new or updated Capsule CRM opportunities
Effortlessly manage your contacts between Capsule CRM and Relatable with this convenient workflow. When a new or updated opportunity arises in Capsule CRM, this automation will instantly create or update the corresponding contact in Relatable, ensuring your records stay current without any manual intervention. Streamline your CRM process and focus on building valuable relationships with this seamless integration.
Effortlessly manage your contacts between Capsule CRM and Relatable with this convenient workflow. When a new or updated opportunity arises in Capsule CRM, this automation will instantly create or update the corresponding contact in Relatable, ensuring your records stay current without any manual intervention. Streamline your CRM process and focus on building valuable relationships with this seamless integration.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create or Update a Contact
Create or update a contact
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