Add members to a Community with phone numbers for new or updated opportunities in Capsule CRM
Stay connected with your valuable contacts using this efficient workflow. When a new or updated opportunity occurs in Capsule CRM, this automation adds the contact as a member to a Community via their phone number. Enhance your networking by instantly engaging with prospects and ensuring seamless communication with members of your community.
Stay connected with your valuable contacts using this efficient workflow. When a new or updated opportunity occurs in Capsule CRM, this automation adds the contact as a member to a Community via their phone number. Enhance your networking by instantly engaging with prospects and ensuring seamless communication with members of your community.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Add Member to a Community via Phone Number
Add Member to a Community via Phone Number
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