Capsule CRM + PartnerStack
Create new Capsule CRM contacts from new PartnerStack application events
When a new application event occurs in PartnerStack, this workflow swiftly creates a corresponding contact in your Capsule CRM. It's a nifty tool for ensuring you never miss out on creating important contacts again, saving time and reducing manual data entry. This fluid link between PartnerStack and Capsule CRM makes it easier to manage your customer relationships and take prompt action on new opportunities.
When a new application event occurs in PartnerStack, this workflow swiftly creates a corresponding contact in your Capsule CRM. It's a nifty tool for ensuring you never miss out on creating important contacts again, saving time and reducing manual data entry. This fluid link between PartnerStack and Capsule CRM makes it easier to manage your customer relationships and take prompt action on new opportunities.
- When this happens...New Application Event
Triggers when a new Application event occurs. (eg. Application Created, Updated, Approved, Declined).
- automatically do this!Create Contact
Creates a new Person or Organisation.
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