Capsule CRM + GoCanvas
Create GoCanvas dispatches when new or updated opportunities arise in Capsule CRM
Effortlessly manage sales opportunities and streamline dispatch processes with this automation. When a new or updated opportunity arises in Capsule CRM, this workflow will automatically create a dispatch in GoCanvas, ensuring a seamless connection between your CRM and field processes. Save time and enhance efficiency by eliminating manual data entry, while staying organized and focused on your sales goals.
Effortlessly manage sales opportunities and streamline dispatch processes with this automation. When a new or updated opportunity arises in Capsule CRM, this workflow will automatically create a dispatch in GoCanvas, ensuring a seamless connection between your CRM and field processes. Save time and enhance efficiency by eliminating manual data entry, while staying organized and focused on your sales goals.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Dispatch
Creates a GoCanvas Dispatch. Make sure Dispatch is enabled for your GoCanvas App.
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