Add collaborators in Follow Up Boss for new or updated opportunities in Capsule CRM
Effortlessly manage your sales opportunities and keep your team in the loop with this workflow. When a new or updated opportunity occurs in Capsule CRM, this automation will add collaborators to the corresponding deal in Follow Up Boss. Spend less time on manual updates and ensure your team stays well-informed on the latest opportunities.
Effortlessly manage your sales opportunities and keep your team in the loop with this workflow. When a new or updated opportunity occurs in Capsule CRM, this automation will add collaborators to the corresponding deal in Follow Up Boss. Spend less time on manual updates and ensure your team stays well-informed on the latest opportunities.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Add Collaborators
Adds selected users as collaborated on a given contact.
- Free forever for core features
- 14 day trial for premium features & apps