Create new Capsule CRM opportunities from Cognito Forms entries
Effortlessly streamline your lead management by connecting Cognito Forms and Capsule CRM. With this workflow, each time you receive a new entry in Cognito Forms, an opportunity will be created in Capsule CRM, ensuring your customer information is promptly organized and ready for action. This seamless integration saves you time and eliminates manual data entry, allowing you to focus on nurturing those valuable leads.
Effortlessly streamline your lead management by connecting Cognito Forms and Capsule CRM. With this workflow, each time you receive a new entry in Cognito Forms, an opportunity will be created in Capsule CRM, ensuring your customer information is promptly organized and ready for action. This seamless integration saves you time and eliminates manual data entry, allowing you to focus on nurturing those valuable leads.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Opportunity
Creates a new Opportunity.
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