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ActiveDEMAND
Capsule CRM

Create a Capsule CRM party (person) when a new ActiveDEMAND contact is created

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Every time a new ActiveDEMAND contact is created, Make will automatically create a Capsule CRM person (if it doesn't already exist).

Categories
CRM
Marketing Automation & Sales Funnels
Call Tracking
Landing Pages

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Capsule CRM
Add an Additional Party in Case

Adds an person or organisation as an additional contact to the case.

Action
Capsule CRM
Add an Additional Party in Opportunity

Adds an person or organisation as an additional contact to the opportunity

Action
Capsule CRM
Create a Case

Creates a new case.

Action
ActiveDEMAND
Create a Contact

Creates a new contact.

Action
Capsule CRM
Create a Custom Field

Creates a new party, opportunity or case custom field.

Action
ActiveDEMAND
Create a Form Submit

Creates a new form submit.

Action
ActiveDEMAND
Create a History

Creates a new history.

Action
Capsule CRM
Create a Milestone

Creates a new opportunity milestone.

Action
Capsule CRM
Create a Party

Creates a new party.

Action

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