Add and update Capsule CRM opportunities as rows in Smartsheet sheets
Easily manage your Capsule CRM opportunities by adding them to a Smartsheet with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, it will be added as a new row in your designated Smartsheet. This automation ensures that your team stays informed and can efficiently track the progress of opportunities in real-time.
Easily manage your Capsule CRM opportunities by adding them to a Smartsheet with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, it will be added as a new row in your designated Smartsheet. This automation ensures that your team stays informed and can efficiently track the progress of opportunities in real-time.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Add Row to Sheet
Add a row to a sheet.
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