Agile CRM + Capsule CRM
Create tasks in Agile CRM for new or updated opportunities in Capsule CRM
Stay on top of your sales opportunities with this Capsule CRM and Agile CRM integration. Whenever a new or updated opportunity arises in Capsule CRM, this workflow creates a task in Agile CRM, streamlining your sales pipeline management and ensuring no potential deal slips through the cracks.
Stay on top of your sales opportunities with this Capsule CRM and Agile CRM integration. Whenever a new or updated opportunity arises in Capsule CRM, this workflow creates a task in Agile CRM, streamlining your sales pipeline management and ensuring no potential deal slips through the cracks.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Task
Create a Task for the Contact.
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About Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
