Capsule CRM + Socket
Create clients in Socket from new or updated opportunities in Capsule CRM
Keep your customer information updated seamlessly between Capsule CRM and Socket. With this workflow, every time there's a new or updated opportunity in Capsule CRM, a corresponding client is created in Socket. This ensures that your client data in Socket is constantly updated, saving you time and reducing manual data entry. Stop worrying about data inconsistencies and focus more on closing the deal!
Keep your customer information updated seamlessly between Capsule CRM and Socket. With this workflow, every time there's a new or updated opportunity in Capsule CRM, a corresponding client is created in Socket. This ensures that your client data in Socket is constantly updated, saving you time and reducing manual data entry. Stop worrying about data inconsistencies and focus more on closing the deal!
- 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 in Socket.
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