Popular Capsule CRM + Vero Workflows
Create Vero contact for new Capsule CRM person
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Capsule CRM, a corresponding contact will automatically be created in Vero.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
Update Vero contact from new Capsule CRM person
When Person is created in Capsule CRM > Check condition > Create or Update User in Vero
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Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.
See Capsule CRM IntegrationsVero helps marketers surface, nurture, and convert the right audiences for their business. It offers a complete suite of tools that gives each team member access to real-time analytics, intelligent messaging capabilities, and smart automation features.
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