Create new Quotient leads from Capsule CRM's updated or new contacts
Streamline your lead management and CRM maintenance with this seamless workflow. When a new or updated contact is added in Capsule CRM, a corresponding lead will be created in Quotient, keeping your sales team informed about potential business opportunities. This automation not only saves time but also ensures accurate contact updates and lead creation for a more efficient sales process.
Streamline your lead management and CRM maintenance with this seamless workflow. When a new or updated contact is added in Capsule CRM, a corresponding lead will be created in Quotient, keeping your sales team informed about potential business opportunities. This automation not only saves time but also ensures accurate contact updates and lead creation for a more efficient sales process.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Lead
Creates a new Lead.
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