Capsule CRM + Zoho Invoice
Create Zoho Invoice contacts from new or updated Capsule CRM opportunities
Stay on top of your opportunities and efficiently manage new contacts with this Capsule CRM to Zoho Invoice workflow. Whenever a new or updated opportunity arises in Capsule CRM, a new contact will be created in Zoho Invoice, ensuring that your records are always up-to-date and organized. This seamless automation helps your sales team focus on closing deals and your invoicing process streamlined for potential clients.
Stay on top of your opportunities and efficiently manage new contacts with this Capsule CRM to Zoho Invoice workflow. Whenever a new or updated opportunity arises in Capsule CRM, a new contact will be created in Zoho Invoice, ensuring that your records are always up-to-date and organized. This seamless automation helps your sales team focus on closing deals and your invoicing process streamlined for potential clients.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create New Contact
Triggers when new contact is created.
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