Create Checkvist list items for new or updated Capsule CRM opportunities
Stay on top of your Capsule CRM opportunities by seamlessly organizing them in Checkvist with this efficient workflow. Whenever there's a new or updated opportunity in Capsule CRM, a corresponding list item is created in Checkvist, helping you ensure that no opportunity slips through the cracks. Enjoy a streamlined sales process with the help of this simple automation.
Stay on top of your Capsule CRM opportunities by seamlessly organizing them in Checkvist with this efficient workflow. Whenever there's a new or updated opportunity in Capsule CRM, a corresponding list item is created in Checkvist, helping you ensure that no opportunity slips through the cracks. Enjoy a streamlined sales process with the help of this simple automation.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create List Item
Creates a new item in a selected list.
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