Create vcita clients from new or updated Capsule CRM contacts
Keep your CRM and client management systems up-to-date with this automation. When a new or updated contact is added in Capsule CRM, the workflow creates a client in vcita. With this seamless connection, you can focus on improving your customer relationships while ensuring both platforms are always in sync.
Keep your CRM and client management systems up-to-date with this automation. When a new or updated contact is added in Capsule CRM, the workflow creates a client in vcita. With this seamless connection, you can focus on improving your customer relationships while ensuring both platforms are always in sync.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps