Create Dropbox shared links for new or updated Capsule CRM opportunities
Effortlessly manage your sales process by creating shared links on Dropbox as soon as new or updated opportunities arise in Capsule CRM. This seamless workflow keeps your documents organized and easily accessible, so you can focus on closing deals and building stronger client relationships.
Effortlessly manage your sales process by creating shared links on Dropbox as soon as new or updated opportunities arise in Capsule CRM. This seamless workflow keeps your documents organized and easily accessible, so you can focus on closing deals and building stronger client relationships.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Shared Link
Creates a shared link for a file.
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