Add new or updated Capsule CRM contacts to Wheelbase as customers
Keep your customer information up-to-date between Capsule CRM and Wheelbase with this efficient workflow. When a new or updated contact is added in Capsule CRM, this automation will create a customer in Wheelbase, ensuring your data remains consistent and always current. Save time and eliminate manual data entry by connecting these two apps seamlessly.
Keep your customer information up-to-date between Capsule CRM and Wheelbase with this efficient workflow. When a new or updated contact is added in Capsule CRM, this automation will create a customer in Wheelbase, ensuring your data remains consistent and always current. Save time and eliminate manual data entry by connecting these two apps seamlessly.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Customer
Create a new customer.
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