Create CoachAccountable clients from new or updated Capsule CRM opportunities
Effortlessly manage your sales opportunities and client onboarding with this Capsule CRM and CoachAccountable workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will create a new client in CoachAccountable. Save time and ensure all your contacts are seamlessly integrated between your CRM and coaching platform.
Effortlessly manage your sales opportunities and client onboarding with this Capsule CRM and CoachAccountable workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will create a new client in CoachAccountable. Save time and ensure all your contacts are seamlessly integrated between your CRM and coaching platform.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Add New Client
Adds a new Client.
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