Capsule CRM + webCRM
Manage new or updated opportunities in Capsule CRM by creating or updating people in webCRM
Easily manage your sales leads with this efficient workflow that connects Capsule CRM to webCRM. Whenever there's a new or updated opportunity in Capsule CRM, it will create or update a corresponding person in webCRM. This automation ensures your sales contact information is always up-to-date, allowing your team to focus on closing deals and building relationships.
Easily manage your sales leads with this efficient workflow that connects Capsule CRM to webCRM. Whenever there's a new or updated opportunity in Capsule CRM, it will create or update a corresponding person in webCRM. This automation ensures your sales contact information is always up-to-date, allowing your team to focus on closing deals and building relationships.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create or Update Person
Creates or updates a person.
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