Create Wheelbase customers from new or updated Capsule CRM opportunities
Effortlessly manage your growing customer base with this Capsule CRM to Wheelbase automation. Whenever a new or updated opportunity arises in Capsule CRM, this workflow will create a customer in your Wheelbase app, ensuring seamless tracking and organization of your leads. Enjoy a simplified process and stay on top of your business opportunities with ease.
Effortlessly manage your growing customer base with this Capsule CRM to Wheelbase automation. Whenever a new or updated opportunity arises in Capsule CRM, this workflow will create a customer in your Wheelbase app, ensuring seamless tracking and organization of your leads. Enjoy a simplified process and stay on top of your business opportunities with ease.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Customer
Create a new customer.
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