Capsule CRM + Routee
Create or update Routee contacts from new or updated Capsule CRM opportunities
Efficiently manage your contacts and opportunities with this Capsule CRM-Routee automation. When a new or updated opportunity arises in Capsule CRM, this workflow will create or update the corresponding contact in Routee, ensuring your client information remains up-to-date and well-organized. Stay in control of your customer relationships by streamlining your data management process.
Efficiently manage your contacts and opportunities with this Capsule CRM-Routee automation. When a new or updated opportunity arises in Capsule CRM, this workflow will create or update the corresponding contact in Routee, ensuring your client information remains up-to-date and well-organized. Stay in control of your customer relationships by streamlining your data management process.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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