Create IDX Leads from new or updated Capsule CRM opportunities
Stay on top of your sales opportunities with this Capsule CRM to IDX Leads automation. Whenever a new or updated opportunity arises in Capsule CRM, a lead will be created in IDX Leads, ensuring a smooth management process. Keep your sales pipeline organized and never miss a potential lead with this efficient workflow.
Stay on top of your sales opportunities with this Capsule CRM to IDX Leads automation. Whenever a new or updated opportunity arises in Capsule CRM, a lead will be created in IDX Leads, ensuring a smooth management process. Keep your sales pipeline organized and never miss a potential lead with this efficient workflow.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Lead
Creates a new lead in your IDX Broker account.
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