Create Rocketlane projects from new or updated Capsule CRM contacts
Easily manage your Capsule CRM contacts and Rocketlane projects with this efficient workflow. When a new or updated contact is added in Capsule CRM, a project will be created in Rocketlane, helping you stay organized and informed. This seamless automation ensures your projects are up to date without the need for manual data entry, saving you time and boosting productivity.
Easily manage your Capsule CRM contacts and Rocketlane projects with this efficient workflow. When a new or updated contact is added in Capsule CRM, a project will be created in Rocketlane, helping you stay organized and informed. This seamless automation ensures your projects are up to date without the need for manual data entry, saving you time and boosting productivity.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Project
Creates a project.
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