Capsule CRM + Schedule It
Create resources in Schedule It for new or updated contacts in Capsule CRM
Effortlessly keep your Capsule CRM contacts and Schedule It resources in sync with this seamless workflow. Whenever a new or updated contact is detected in Capsule CRM, a corresponding resource will be created in Schedule It. This way, you'll never miss out on new opportunities, and your scheduling process will always be up-to-date with the latest contact information.
Effortlessly keep your Capsule CRM contacts and Schedule It resources in sync with this seamless workflow. Whenever a new or updated contact is detected in Capsule CRM, a corresponding resource will be created in Schedule It. This way, you'll never miss out on new opportunities, and your scheduling process will always be up-to-date with the latest contact information.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Resource
Creates a new resource in a group you specify.
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