Create Cognito Forms entries for new or updated Capsule CRM opportunities
Keep your sales opportunities and form entries seamlessly organized with this workflow. When a new or updated opportunity occurs in Capsule CRM, a corresponding entry will be created in Cognito Forms. This automation ensures efficient data management and saves you time spent on manual data entry, allowing you to focus on your sales process.
Keep your sales opportunities and form entries seamlessly organized with this workflow. When a new or updated opportunity occurs in Capsule CRM, a corresponding entry will be created in Cognito Forms. This automation ensures efficient data management and saves you time spent on manual data entry, allowing you to focus on your sales process.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Entry
Creates a new entry.
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