Capsule CRM + Direct Mail
Create new Direct Mail addresses from updated Capsule CRM opportunities
Effortlessly maintain up-to-date direct mail campaigns with this automation between Capsule CRM and Direct Mail. When an opportunity is created or modified in Capsule CRM, this workflow ensures the contact's address is added to your Direct Mail list. Streamline your marketing efforts and stay organized by simplifying the transfer of information between both platforms.
Effortlessly maintain up-to-date direct mail campaigns with this automation between Capsule CRM and Direct Mail. When an opportunity is created or modified in Capsule CRM, this workflow ensures the contact's address is added to your Direct Mail list. Streamline your marketing efforts and stay organized by simplifying the transfer of information between both platforms.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!New Contact
Creates a new contact or updates an existing contact.
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