Create ConvergeHub module entries from new or updated Capsule CRM opportunities
Effortlessly maintain your sales pipeline and client relationships with this Capsule CRM and ConvergeHub automation. When a new or updated opportunity arises in Capsule CRM, this workflow will create a corresponding entry in the ConvergeHub module, ensuring your sales team stays organized and focused on driving success. Stay ahead of your competitors by fostering seamless collaboration and data synchronization between your CRM platforms.
Effortlessly maintain your sales pipeline and client relationships with this Capsule CRM and ConvergeHub automation. When a new or updated opportunity arises in Capsule CRM, this workflow will create a corresponding entry in the ConvergeHub module, ensuring your sales team stays organized and focused on driving success. Stay ahead of your competitors by fostering seamless collaboration and data synchronization between your CRM platforms.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Module Entry
Create a new entry in the module
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