Create Salesmate contacts from new or updated Capsule CRM contacts
Keep your contacts up-to-date across Capsule CRM and Salesmate with this seamless workflow. Whenever a new or updated contact appears in Capsule CRM, it will create a contact in Salesmate, ensuring all your valuable customer information is in sync. Save time and effort by streamlining your contact management process.
Keep your contacts up-to-date across Capsule CRM and Salesmate with this seamless workflow. Whenever a new or updated contact appears in Capsule CRM, it will create a contact in Salesmate, ensuring all your valuable customer information is in sync. Save time and effort by streamlining your contact management process.
- 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, probably with input from previous steps.
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