Create Project Broadcast contacts for new or updated Capsule CRM contacts
Keep your Capsule CRM and Project Broadcast contacts up-to-date with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, a new contact will be created in Project Broadcast. Enjoy a well-organized and consistent communication with your customers without manual effort.
Keep your Capsule CRM and Project Broadcast contacts up-to-date with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, a new contact will be created in Project Broadcast. Enjoy a well-organized and consistent communication with your customers without manual effort.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Contact
Creates a new Project Broadcast contact. If the contact possibly exists, you will need to use the Find Contact action which will search for the contact and create one if it is not found.
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