Add or update Wodify Core clients from new or updated Capsule CRM opportunities
Effortlessly manage your clients in both Capsule CRM and Wodify Core with this seamless workflow. When a new or updated opportunity happens in Capsule CRM, it will automatically add or update the corresponding client in Wodify Core, ensuring your client information stays up-to-date across both platforms. Save time and stay organized, allowing you to focus on growing your business.
Effortlessly manage your clients in both Capsule CRM and Wodify Core with this seamless workflow. When a new or updated opportunity happens in Capsule CRM, it will automatically add or update the corresponding client in Wodify Core, ensuring your client information stays up-to-date across both platforms. Save time and stay organized, allowing you to focus on growing your business.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Add/Update Client
Adds or updates a client.
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