Create ServiceM8 clients from new or updated Capsule CRM opportunities
Efficiently manage your sales funnel with this Capsule CRM and ServiceM8 workflow. When a new or updated opportunity arises in Capsule CRM, a client will be created in ServiceM8, ensuring your customer information stays current across both platforms. This seamless automation streamlines your business processes, allowing you to concentrate on expanding your client base and boosting sales.
Efficiently manage your sales funnel with this Capsule CRM and ServiceM8 workflow. When a new or updated opportunity arises in Capsule CRM, a client will be created in ServiceM8, ensuring your customer information stays current across both platforms. This seamless automation streamlines your business processes, allowing you to concentrate on expanding your client base and boosting sales.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Client
Creates a new client.
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