Capsule CRM + Revaluate
Create Revaluate contacts from new or updated Capsule CRM opportunities
Keep your Capsule CRM and Revaluate contacts up to date with this seamless workflow. When a new or updated opportunity occurs in Capsule CRM, this automation will create a contact in Revaluate, ensuring your contacts are always current and organized between both platforms. Spend less time manually transferring information and more time focusing on what matters.
Keep your Capsule CRM and Revaluate contacts up to date with this seamless workflow. When a new or updated opportunity occurs in Capsule CRM, this automation will create a contact in Revaluate, ensuring your contacts are always current and organized between both platforms. Spend less time manually transferring information and more time focusing on what matters.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Contact
Creates a Contact
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