Manage new or updated Capsule CRM opportunities by creating or updating clients in Zomentum
Keep your Capsule CRM and Zomentum apps in sync with this seamless workflow. When new or updated opportunities arise in Capsule CRM, this automation will create or update the corresponding client in Zomentum, ensuring your sales pipeline and customer database remain up-to-date and connected. Effortlessly manage your contacts and never miss an opportunity again.
Keep your Capsule CRM and Zomentum apps in sync with this seamless workflow. When new or updated opportunities arise in Capsule CRM, this automation will create or update the corresponding client in Zomentum, ensuring your sales pipeline and customer database remain up-to-date and connected. Effortlessly manage your contacts and never miss an opportunity again.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create or Update Client
Create or Update Client
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