Create or update SmartEmailing contacts from new or updated Capsule CRM opportunities
Effortlessly keep your Capsule CRM opportunities and SmartEmailing contacts up to date with this seamless workflow. Whenever a new or updated opportunity occurs in Capsule CRM, a corresponding contact will be created or updated in SmartEmailing, streamlining your lead management process and ensuring accurate information across both platforms. Stay organized and save time with this efficient automation.
Effortlessly keep your Capsule CRM opportunities and SmartEmailing contacts up to date with this seamless workflow. Whenever a new or updated opportunity occurs in Capsule CRM, a corresponding contact will be created or updated in SmartEmailing, streamlining your lead management process and ensuring accurate information across both platforms. Stay organized and save time with this efficient automation.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create or Update Contact
Creates or updates a contact.
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