Create prospects in The Customer Factor for new or updated contacts in Capsule CRM
Effortlessly maintain your sales pipeline with this Capsule CRM and The Customer Factor automation. Whenever a new or updated contact is added in Capsule CRM, a prospect will be created in The Customer Factor, ensuring you never miss an opportunity to nurture potential clients. Keep your processes streamlined and your information up-to-date with this simple, time-saving workflow.
Effortlessly maintain your sales pipeline with this Capsule CRM and The Customer Factor automation. Whenever a new or updated contact is added in Capsule CRM, a prospect will be created in The Customer Factor, ensuring you never miss an opportunity to nurture potential clients. Keep your processes streamlined and your information up-to-date with this simple, time-saving workflow.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Prospect
This action will create the prospect in The Customer Factor
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