Create SendJim contacts from new or updated Capsule CRM opportunities
Effortlessly keep your Capsule CRM opportunities and SendJim contacts in sync with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, it instantly creates a contact in SendJim, ensuring that you never miss a potential client and can streamline your sales process. Stay organized and save time by adopting this seamless integration.
Effortlessly keep your Capsule CRM opportunities and SendJim contacts in sync with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, it instantly creates a contact in SendJim, ensuring that you never miss a potential client and can streamline your sales process. Stay organized and save time by adopting this seamless integration.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Contact
Create a contact
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