Assign tasks in Trainerize for new or updated opportunities in Capsule CRM
Efficiently manage your Capsule CRM opportunities and streamline client onboarding with this automation. Whenever a new or updated opportunity arises in Capsule CRM, this workflow assigns it to a trainer in Trainerize, ensuring seamless collaboration and prompt attention to potential clients. Save time and improve your team's coordination with this simple yet effective solution.
Efficiently manage your Capsule CRM opportunities and streamline client onboarding with this automation. Whenever a new or updated opportunity arises in Capsule CRM, this workflow assigns it to a trainer in Trainerize, ensuring seamless collaboration and prompt attention to potential clients. Save time and improve your team's coordination with this simple yet effective solution.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Assign To
Assigns a client to a trainer.
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