Create Vanilla customers from new or updated Capsule CRM opportunities
Easily manage your sales pipeline and improve customer engagement with this Capsule CRM-Vanilla automation. When a new or updated opportunity arises in Capsule CRM, this workflow will instantly create a customer in Vanilla, connecting your CRM leads to your community platform seamlessly. Stay organized and enhance your customer relations without any manual effort.
Easily manage your sales pipeline and improve customer engagement with this Capsule CRM-Vanilla automation. When a new or updated opportunity arises in Capsule CRM, this workflow will instantly create a customer in Vanilla, connecting your CRM leads to your community platform seamlessly. Stay organized and enhance your customer relations without any manual effort.
- 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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