Capsule CRM + Textline
Create or update Textline contacts from new or updated Capsule CRM opportunities
Keep your sales and support teams connected by updating Textline contacts with new or updated opportunities in Capsule CRM. With this automation, every time there's a change in an opportunity in Capsule CRM, the contact details will be automatically updated or created in Textline. Streamline your workflow and ensure everyone has up-to-date information on your leads and customers.
Keep your sales and support teams connected by updating Textline contacts with new or updated opportunities in Capsule CRM. With this automation, every time there's a change in an opportunity in Capsule CRM, the contact details will be automatically updated or created in Textline. Streamline your workflow and ensure everyone has up-to-date information on your leads and customers.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create/Update Contact
Creates or updates an entry in your Textline address book.
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