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Create ZNICRM (Intueri CRM) contact for new Capsule CRM person
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Capsule CRM - ZNICRM (Intueri CRM) integration, anytime a new Capsule CRM person is created, an ZNICRM (Intueri CRM) contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.