Create opportunities in Capsule CRM from new GoCanvas submissions
Effortlessly streamline your sales process with this workflow that creates new opportunities in Capsule CRM whenever a submission is received in GoCanvas. This automation helps you stay organized and ensures you never miss a potential lead, allowing you to focus on closing deals and expanding your business.
Effortlessly streamline your sales process with this workflow that creates new opportunities in Capsule CRM whenever a submission is received in GoCanvas. This automation helps you stay organized and ensures you never miss a potential lead, allowing you to focus on closing deals and expanding your business.
- When this happens...New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Create Opportunity
Creates a new Opportunity.
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