Add notes to Freshsales Classic deals for new or updated opportunities in Capsule CRM
Stay on top of your sales opportunities by connecting Capsule CRM and Freshsales Classic with this efficient automation. With this workflow, whenever there's a new or updated opportunity in Capsule CRM, a note will be added to the corresponding deal in Freshsales Classic. This ensures that your sales team always has the latest information on opportunities, helping them close deals faster and more effectively.
Stay on top of your sales opportunities by connecting Capsule CRM and Freshsales Classic with this efficient automation. With this workflow, whenever there's a new or updated opportunity in Capsule CRM, a note will be added to the corresponding deal in Freshsales Classic. This ensures that your sales team always has the latest information on opportunities, helping them close deals faster and more effectively.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Add Note to Deal
Adds a note to a deal.
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