Create tasks in Follow Up Boss for new or updated opportunities in Capsule CRM
Stay on top of your sales opportunities with this efficient and seamless workflow between Capsule CRM and Follow Up Boss. Whenever a new or updated opportunity arises in Capsule CRM, a task will be created in Follow Up Boss, ensuring you never miss crucial follow-ups with potential clients. Save time and improve your sales conversions with this powerful automation.
Stay on top of your sales opportunities with this efficient and seamless workflow between Capsule CRM and Follow Up Boss. Whenever a new or updated opportunity arises in Capsule CRM, a task will be created in Follow Up Boss, ensuring you never miss crucial follow-ups with potential clients. Save time and improve your sales conversions with this powerful automation.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Task
Create a task for a contact.
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