Capsule CRM + Mobilo Card
Create new Capsule CRM contacts from new Mobilo Card leads for seamless data management
When a new lead emerges in the Mobilo Card app, this automation will swiftly add a new contact to your Capsule CRM database. Utilizing this workflow can help your organization maintain accurate, up-to-date contact information without the need for tedious manual data entry, freeing you to focus on creating exceptional customer experiences. Instead of wasting time on data input, shift your focus towards nurturing new potential customer relationships.
When a new lead emerges in the Mobilo Card app, this automation will swiftly add a new contact to your Capsule CRM database. Utilizing this workflow can help your organization maintain accurate, up-to-date contact information without the need for tedious manual data entry, freeing you to focus on creating exceptional customer experiences. Instead of wasting time on data input, shift your focus towards nurturing new potential customer relationships.
- When this happens...New Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
- automatically do this!Create Contact
Creates a new Person or Organisation.
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New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItNew Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
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