Capsule CRM + Google Drive
Organize new or updated opportunities in Capsule CRM by creating folders in Google Drive
Stay on top of your CRM game with this smart workflow. When a new or updated opportunity arises in Capsule CRM, it creates a corresponding folder in Google Drive. This seamless integration between Capsule CRM and Google Drive ensures you have a well-organized, systematic way of managing your business opportunities and related documents. Say goodbye to manual operations and welcome a more streamlined way of tracking your sales progress.
Stay on top of your CRM game with this smart workflow. When a new or updated opportunity arises in Capsule CRM, it creates a corresponding folder in Google Drive. This seamless integration between Capsule CRM and Google Drive ensures you have a well-organized, systematic way of managing your business opportunities and related documents. Say goodbye to manual operations and welcome a more streamlined way of tracking your sales progress.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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