Capsule CRM + Harvest
Create Harvest clients from new or updated Capsule CRM opportunities
Effortlessly manage your sales and client information between Capsule CRM and Harvest with this seamless workflow. Whenever there's a new or updated opportunity in Capsule CRM, a client will be created in Harvest, ensuring your records stay updated, and your sales process remains efficient. Spend less time switching between platforms and more time nurturing leads and closing deals.
Effortlessly manage your sales and client information between Capsule CRM and Harvest with this seamless workflow. Whenever there's a new or updated opportunity in Capsule CRM, a client will be created in Harvest, ensuring your records stay updated, and your sales process remains efficient. Spend less time switching between platforms and more time nurturing leads and closing deals.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Client
Creates a Client
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