Create Salesflare accounts for new or updated Capsule CRM contacts
Effortlessly keep your Capsule CRM contacts and Salesflare accounts up-to-date with this seamless workflow. Whenever a contact is added or updated in Capsule CRM, it instantly generates a new account in Salesflare. This automation process not only saves you time on manual data entry but also ensures accurate customer information is maintained across both platforms.
Effortlessly keep your Capsule CRM contacts and Salesflare accounts up-to-date with this seamless workflow. Whenever a contact is added or updated in Capsule CRM, it instantly generates a new account in Salesflare. This automation process not only saves you time on manual data entry but also ensures accurate customer information is maintained across both platforms.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Account
Creates a new account.
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