Create or update Bigin by Zoho CRM deals for new or updated Capsule CRM opportunities
Effortlessly manage your opportunities and deals across both Capsule CRM and Bigin by Zoho CRM with this seamless workflow. When a new or updated opportunity occurs in Capsule CRM, it will create or update a corresponding deal in Bigin by Zoho CRM. This automation ensures your sales pipeline stays organized and up-to-date, letting you focus on closing deals instead of manual data entry.
Effortlessly manage your opportunities and deals across both Capsule CRM and Bigin by Zoho CRM with this seamless workflow. When a new or updated opportunity occurs in Capsule CRM, it will create or update a corresponding deal in Bigin by Zoho CRM. This automation ensures your sales pipeline stays organized and up-to-date, letting you focus on closing deals instead of manual data entry.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
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