Create Groopit list choices for new or updated Capsule CRM opportunities
Stay on top of your Capsule CRM opportunities by automatically creating list choices in Groopit. This workflow is activated when a new or updated opportunity arises in Capsule CRM, ensuring that you can easily manage your prospects in Groopit. No more manual data entry, optimize your sales process with this seamless integration.
Stay on top of your Capsule CRM opportunities by automatically creating list choices in Groopit. This workflow is activated when a new or updated opportunity arises in Capsule CRM, ensuring that you can easily manage your prospects in Groopit. No more manual data entry, optimize your sales process with this seamless integration.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create List Choice
Adds a new choice to an existing list field, probably with input from previous steps.
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