Capsule CRM + Sarbacane Engage
Create Engage contacts from new or updated Capsule CRM opportunities
Stay on top of new or updated opportunities in Capsule CRM by effortlessly creating contacts in Engage. This automation workflow ensures that whenever an opportunity is added or modified in Capsule CRM, a corresponding contact is created in Engage - helping you streamline your sales process and manage your leads more efficiently.
Stay on top of new or updated opportunities in Capsule CRM by effortlessly creating contacts in Engage. This automation workflow ensures that whenever an opportunity is added or modified in Capsule CRM, a corresponding contact is created in Engage - helping you streamline your sales process and manage your leads more efficiently.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Contact
Create a new contact.
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- 14 day trial for premium features & apps
About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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CRM (Customer Relationship Management)About Sarbacane Engage
Sarbacane Engage is a sales engagement software that helps you reach your contacts with intelligent and automated multichannel sequences.