Capsule CRM + Practice Better
Add or update Capsule CRM contacts to Practice Better as clients
Keep your Capsule CRM contacts updated in your Practice Better account with this efficient workflow. When you create or update a contact in Capsule CRM, this automation will add a new client or update existing client information in Practice Better. Stay organized and improve client management by ensuring your contact information is always current across both platforms.
Keep your Capsule CRM contacts updated in your Practice Better account with this efficient workflow. When you create or update a contact in Capsule CRM, this automation will add a new client or update existing client information in Practice Better. Stay organized and improve client management by ensuring your contact information is always current across both platforms.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Add Client
Add a new client to your account.
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