Capsule CRM + Teamwork Desk
Create new Teamwork Desk customers from new or updated Capsule CRM contacts
Keep your customer interactions efficient and up-to-date with this simple workflow. Whenever there's a new or updated contact in Capsule CRM, it creates a corresponding customer in Teamwork Desk. This ensures that your customer information remains consistent across both platforms, saving you time and preventing potential communication errors.
Keep your customer interactions efficient and up-to-date with this simple workflow. Whenever there's a new or updated contact in Capsule CRM, it creates a corresponding customer in Teamwork Desk. This ensures that your customer information remains consistent across both platforms, saving you time and preventing potential communication errors.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Customer
Creates a new customer.
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