Create communications in Cloze for new or updated opportunities in Capsule CRM
Effortlessly track your Capsule CRM opportunities and streamline your workflow with Cloze integration. With this automation, whenever a new or updated opportunity arises in Capsule CRM, a corresponding update will be created in Cloze, ensuring all key changes are seamlessly recorded. Stay organized and on top of your sales pipeline by connecting Capsule CRM and Cloze today.
Effortlessly track your Capsule CRM opportunities and streamline your workflow with Cloze integration. With this automation, whenever a new or updated opportunity arises in Capsule CRM, a corresponding update will be created in Cloze, ensuring all key changes are seamlessly recorded. Stay organized and on top of your sales pipeline by connecting Capsule CRM and Cloze today.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Communication
Create a new communication record (email or call).
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