Create Google Slides presentations from new or updated Capsule CRM opportunities
Keep your sales presentations up-to-date with this efficient workflow between Capsule CRM and Google Slides. Whenever a new or updated opportunity arises in Capsule CRM, a presentation will be created from a template in Google Slides, ensuring your team always has relevant and current information at their disposal. Stay organized and enhance your sales process with this automation.
Keep your sales presentations up-to-date with this efficient workflow between Capsule CRM and Google Slides. Whenever a new or updated opportunity arises in Capsule CRM, a presentation will be created from a template in Google Slides, ensuring your team always has relevant and current information at their disposal. Stay organized and enhance your sales process with this automation.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Presentation From Template
Creates a new presentation based on an existing one and can replace any placeholder variables found in your template presentation, like {{name}}, {{email}}, etc.
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