Create Agile CRM deals for new or updated Capsule CRM opportunities
Effortlessly keep your Capsule CRM and Agile CRM in sync with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, a deal will be created in Agile CRM, ensuring all your important information is consistently up-to-date across both platforms. Stay organized and boost efficiency with this time-saving automation.
Effortlessly keep your Capsule CRM and Agile CRM in sync with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, a deal will be created in Agile CRM, ensuring all your important information is consistently up-to-date across both platforms. Stay organized and boost efficiency with this time-saving automation.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Deal
Create a deal in the Agile CRM.
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