Create deals in Follow Up Boss from new or updated opportunities in Capsule CRM
Effortlessly manage your sales pipeline by connecting Capsule CRM to Follow Up Boss with this seamless workflow. Whenever a new or updated opportunity is detected in Capsule CRM, a deal is instantly created in Follow Up Boss, ensuring that your sales team stays on top of every prospect. Stay organized and focused on closing deals while this automation handles the data transfer between the two platforms.
Effortlessly manage your sales pipeline by connecting Capsule CRM to Follow Up Boss with this seamless workflow. Whenever a new or updated opportunity is detected in Capsule CRM, a deal is instantly created in Follow Up Boss, ensuring that your sales team stays on top of every prospect. Stay organized and focused on closing deals while this automation handles the data transfer between the two platforms.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Deal
Creates a deal on a contact.
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