Capsule CRM + Contractor+
Create leads in Contractor+ from new or updated Capsule CRM contacts
Stay on top of your leads by seamlessly connecting Capsule CRM to Contractor+. This workflow is designed to create a new lead in Contractor+ when a contact is added or updated in Capsule CRM. With this automation, you'll never miss an opportunity to engage with potential clients and grow your business.
Stay on top of your leads by seamlessly connecting Capsule CRM to Contractor+. This workflow is designed to create a new lead in Contractor+ when a contact is added or updated in Capsule CRM. With this automation, you'll never miss an opportunity to engage with potential clients and grow your business.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Lead
Triggers when a new lead is added.
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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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About Contractor+
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.