Capsule CRM + SalesScreen
Create SalesScreen activities for new or updated Capsule CRM contacts
Keep your SalesScreen activities up to date with this efficient automation. Whenever a new or updated contact is added to your Capsule CRM, this workflow will instantly create a corresponding activity in SalesScreen, ensuring your sales team stays on track with their tasks and responsibilities without any manual intervention. Stay organized and save time with this seamless connection between Capsule CRM and SalesScreen.
Keep your SalesScreen activities up to date with this efficient automation. Whenever a new or updated contact is added to your Capsule CRM, this workflow will instantly create a corresponding activity in SalesScreen, ensuring your sales team stays on track with their tasks and responsibilities without any manual intervention. Stay organized and save time with this seamless connection between Capsule CRM and SalesScreen.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Activity
Creates a new record in SalesScreen.
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