Apply action plans to contacts in Follow Up Boss for new or updated opportunities in Capsule CRM
Stay on top of your Capsule CRM opportunities and enhance client engagement with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, an action plan will be applied to the related contact in Follow Up Boss. This automation helps you save time and ensures swift follow-ups, providing a streamlined experience for both you and your clients.
Stay on top of your Capsule CRM opportunities and enhance client engagement with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, an action plan will be applied to the related contact in Follow Up Boss. This automation helps you save time and ensures swift follow-ups, providing a streamlined experience for both you and your clients.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
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