Capsule CRM + TidyCal
Create new Capsule CRM contacts for every new TidyCal booking
Streamline your client management process with this efficient workflow. As soon as TidyCal records a new booking, it simultaneously generates a new contact in Capsule CRM incorporating all necessary details. This transformation significantly eases the handling of new bookings, liberating you to concentrate on developing your enterprise. Moreover, this method saves vital time by avoiding repeated tasks.
Streamline your client management process with this efficient workflow. As soon as TidyCal records a new booking, it simultaneously generates a new contact in Capsule CRM incorporating all necessary details. This transformation significantly eases the handling of new bookings, liberating you to concentrate on developing your enterprise. Moreover, this method saves vital time by avoiding repeated tasks.
- When this happens...New Booking
Triggers when a booking is created.
- automatically do this!Create Contact
Creates a new Person or Organisation.
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