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Capsule CRM + Well World

Register new or updated Capsule CRM contacts as clients in Well World

Keep your Capsule CRM contacts in sync with your Well World app by setting up this seamless workflow. With this automation in place, whenever a new or updated contact is added in Capsule CRM, they will be instantly registered as a client in the Well World app, ensuring streamlined client management and up-to-date records. Efficiently manage your clients and stay organized with this time-saving integration.

Keep your Capsule CRM contacts in sync with your Well World app by setting up this seamless workflow. With this automation in place, whenever a new or updated contact is added in Capsule CRM, they will be instantly registered as a client in the Well World app, ensuring streamlined client management and up-to-date records. Efficiently manage your clients and stay organized with this time-saving integration.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    Well WorldWell World
    Register Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • ActionRequired

    Trigger
    Instant
    Try It

    • ActionRequired

    Trigger
    Instant
    Try It

    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write

    • Entity TypeRequired

    Action
    Write

    • ActionRequired

    Trigger
    Instant
    Try It

    • ActionRequired

    Trigger
    Instant
    Try It

    • Entity TypeRequired

    • NoteRequired

    Action
    Write

    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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Related categories

  • CRM (Customer Relationship Management)

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well-world logo

About Well World

Well World puts an Integrative Health Practitioner in Your Pocket. View custom plans and share your nutrition, exercise, sleep and meditation data with your practitioner.

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