Log calls in Follow Up Boss for new or updated opportunities in Capsule CRM
Efficiently manage your sales pipeline with this Capsule CRM to Follow Up Boss automation. When a new or updated opportunity arises in Capsule CRM, this workflow logs a call in Follow Up Boss, ensuring your sales team can promptly address potential leads and maintain consistent communication. Streamline your follow-up process and never miss an important opportunity again.
Efficiently manage your sales pipeline with this Capsule CRM to Follow Up Boss automation. When a new or updated opportunity arises in Capsule CRM, this workflow logs a call in Follow Up Boss, ensuring your sales team can promptly address potential leads and maintain consistent communication. Streamline your follow-up process and never miss an important opportunity again.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Log Call
Logs a call on a contact.
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