Capsule CRM + Cflow
Create and submit Cflow requests for new or updated Capsule CRM opportunities
Efficiently manage your sales opportunities by connecting Capsule CRM with Cflow. When a new or updated opportunity arises in Capsule CRM, this workflow will create and submit a request in Cflow, streamlining your sales process and ensuring every opportunity is promptly addressed. Stay on top of every deal and eliminate manual data entry with this seamless automation between Capsule CRM and Cflow.
Efficiently manage your sales opportunities by connecting Capsule CRM with Cflow. When a new or updated opportunity arises in Capsule CRM, this workflow will create and submit a request in Cflow, streamlining your sales process and ensuring every opportunity is promptly addressed. Stay on top of every deal and eliminate manual data entry with this seamless automation between Capsule CRM and Cflow.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create a Request and Submit
Creates a new request in the selected process, populates the fields and submits it for processing. All field validations and rules are evaluated and the request may move to next stage based on the rule conditions. Also triggers the necessary email notifications.
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