Capsule CRM + FreeAgent
Create new FreeAgent contacts from new or updated opportunities in Capsule CRM
Ensure your sales and account management workflows are seamlessly connected with this automation. When you get a new or updated opportunity in Capsule CRM, it will create a related contact in your FreeAgent app. This workflow ensures that you are always up to date with potential and existing clients, improving accuracy and efficiency in your lead and client management processes.
Ensure your sales and account management workflows are seamlessly connected with this automation. When you get a new or updated opportunity in Capsule CRM, it will create a related contact in your FreeAgent app. This workflow ensures that you are always up to date with potential and existing clients, improving accuracy and efficiency in your lead and client management processes.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Contact
Triggers when you add a new contact.
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