Capsule CRM + CloudYa Integration

If you have created a organisation in Capsule CRM, it's important to create a client in CloudYa. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

In order to keep your accounting and customer records in sync, when you create a person in Capsule CRM, this automation will automatically create a client in CloudYa.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Capsule CRM and CloudYa!