Add new or updated Capsule CRM opportunities as contacts in Vision6
Keep your marketing efforts in sync whenever there's a new or updated opportunity in Capsule CRM. This automation will streamline the process by adding a contact to Vision6, ensuring that you stay connected with potential clients. Stay on top of your marketing game and improve your overall efficiency with this easy-to-use workflow.
Keep your marketing efforts in sync whenever there's a new or updated opportunity in Capsule CRM. This automation will streamline the process by adding a contact to Vision6, ensuring that you stay connected with potential clients. Stay on top of your marketing game and improve your overall efficiency with this easy-to-use workflow.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Add a Contact
Into a List you choose.
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