Create tasks in Bonjoro for new or updated opportunities in Capsule CRM
Effortlessly manage your client relationships with this Capsule CRM-Bonjoro workflow. When a new or updated opportunity occurs in Capsule CRM, a task will be created in Bonjoro for personalized outreach. This automation streamlines your sales process while ensuring timely and tailored communication with your prospects.
Effortlessly manage your client relationships with this Capsule CRM-Bonjoro workflow. When a new or updated opportunity occurs in Capsule CRM, a task will be created in Bonjoro for personalized outreach. This automation streamlines your sales process while ensuring timely and tailored communication with your prospects.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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