I am looking to use data from a google form to find and then update a contact in Capsule CRM. Any ideas on how to get started? The action isn’t an option within zapier - am I out of luck?
I am looking to use data from a google form to find and then update a contact in Capsule CRM. Any ideas on how to get started? The action isn’t an option within zapier - am I out of luck?
Best answer by SamBBest answer by SamB
Hey folks,
Just wanted to share a quick update to confirm that we’ve added a new action to the Capsule CRM which allows you to update an existing contact:
Please note: This action was added using a beta feature known as Custom Actions, which you can see referenced in the name of the action.
If you give that new Update Contact action a try and run into any issues with it do let us know. In the meantime, happy Zapping! ⚡
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