Create RevBoss contacts for new or updated Capsule CRM contacts
Easily maintain your contact list across Capsule CRM and RevBoss with this efficient workflow. Whenever a contact is added or updated in Capsule CRM, the same contact will be created in RevBoss seamlessly. This automation saves your time and ensures consistency in both applications, helping you focus on more important tasks.
Easily maintain your contact list across Capsule CRM and RevBoss with this efficient workflow. Whenever a contact is added or updated in Capsule CRM, the same contact will be created in RevBoss seamlessly. This automation saves your time and ensures consistency in both applications, helping you focus on more important tasks.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Contact
Creates a new contact in RevBoss.
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