Capsule CRM + FreedomSoft
Create FreedomSoft buyer leads from new or updated Capsule CRM opportunities
Effortlessly keep track of new or updated opportunities in Capsule CRM and streamline your lead generation process with this workflow. When an opportunity is added or updated in Capsule CRM, the automation instantly creates a buyer lead in FreedomSoft, saving you time and ensuring a seamless transfer of information between the two platforms. Stay organized and boost your productivity with this efficient workflow.
Effortlessly keep track of new or updated opportunities in Capsule CRM and streamline your lead generation process with this workflow. When an opportunity is added or updated in Capsule CRM, the automation instantly creates a buyer lead in FreedomSoft, saving you time and ensuring a seamless transfer of information between the two platforms. Stay organized and boost your productivity with this efficient workflow.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Buyer Lead
Finds a buyer lead based on phone number, email, or full name, scoped by lead campaign.
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