Create or update FYI tasks for new or updated opportunities in Capsule CRM
Stay on top of your sales opportunities with this Capsule CRM and FYI automation. Whenever a new or updated opportunity arises in Capsule CRM, it will create or update a task in the FYI app, ensuring your team remains aware of potential sales prospects. This workflow helps to streamline your sales pipeline and keeps your tasks updated and organized.
Stay on top of your sales opportunities with this Capsule CRM and FYI automation. Whenever a new or updated opportunity arises in Capsule CRM, it will create or update a task in the FYI app, ensuring your team remains aware of potential sales prospects. This workflow helps to streamline your sales pipeline and keeps your tasks updated and organized.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create or Update Task
Create or Update a Task in FYI.
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