Capsule CRM + Clariti
Create Clariti feeds for new or updated Capsule CRM opportunities
Stay on top of your Capsule CRM opportunities by seamlessly sending new or updated information straight to Clariti. With this workflow, each time an opportunity is added or updated in Capsule CRM, a feed will be created in Clariti, ensuring your team is consistently informed on the latest sales prospects and developments with minimal manual effort. Simplify communication and boost efficiency by integrating Capsule CRM and Clariti for a more streamlined sales process.
Stay on top of your Capsule CRM opportunities by seamlessly sending new or updated information straight to Clariti. With this workflow, each time an opportunity is added or updated in Capsule CRM, a feed will be created in Clariti, ensuring your team is consistently informed on the latest sales prospects and developments with minimal manual effort. Simplify communication and boost efficiency by integrating Capsule CRM and Clariti for a more streamlined sales process.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Feed
Creates a feed in Clariti Application
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