Create individual Simpro customers from new or updated Capsule CRM opportunities
Effortlessly manage your Capsule CRM opportunities and Simpro customer database with this seamless workflow. When a new or updated opportunity arises in Capsule CRM, this automation will immediately create or update a customer in Simpro. Keep your records up-to-date and stay organized, making it easier to focus on growing your business.
Effortlessly manage your Capsule CRM opportunities and Simpro customer database with this seamless workflow. When a new or updated opportunity arises in Capsule CRM, this automation will immediately create or update a customer in Simpro. Keep your records up-to-date and stay organized, making it easier to focus on growing your business.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Individual Customer
Creates a new individual customer.
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