Create Bidsketch clients from new or updated Capsule CRM opportunities
Effortlessly streamline your sales process with this Capsule CRM-Bidsketch integration. Whenever there's a new or updated opportunity in Capsule CRM, this workflow will create a client in Bidsketch, ensuring your proposal management and CRM systems stay up-to-date. Save time and enhance your customer tracking with this seamless automation.
Effortlessly streamline your sales process with this Capsule CRM-Bidsketch integration. Whenever there's a new or updated opportunity in Capsule CRM, this workflow will create a client in Bidsketch, ensuring your proposal management and CRM systems stay up-to-date. Save time and enhance your customer tracking with this seamless automation.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Client
Creates a new client
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