Create a Capsule CRM party (person) when a new ActiveDEMAND contact is created
About
Every time a new ActiveDEMAND contact is created, Make will automatically create a Capsule CRM person (if it doesn't already exist).
Apps Included
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Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new contact in ActiveTrail. The template uses this example spreadsheet.
Every time a contact is created in Ontraport using an Ontraport form, Make will automatically add the contact to your Google Sheets spreadsheet.
The template uses this Ontraport form and this Google Sheets spreadsheet.
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.
Adds an person or organisation as an additional contact to the case.
Adds an person or organisation as an additional contact to the opportunity
Creates a new case.
Creates a new contact.
Creates a new party, opportunity or case custom field.
Creates a new form submit.
Creates a new history.
Creates a new opportunity milestone.
Creates a new party.
FAQ