Create Teamwork Desk customers from new or updated Capsule CRM opportunities
Effortlessly manage your customer information by connecting Capsule CRM with Teamwork Desk. This workflow automatically creates a new customer in Teamwork Desk whenever a new or updated opportunity arises in Capsule CRM. Save time and maintain up-to-date customer records while focusing on nurturing those valuable opportunities.
Effortlessly manage your customer information by connecting Capsule CRM with Teamwork Desk. This workflow automatically creates a new customer in Teamwork Desk whenever a new or updated opportunity arises in Capsule CRM. Save time and maintain up-to-date customer records while focusing on nurturing those valuable opportunities.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Customer
Creates a new customer.
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