Capsule CRM + Infinity
Create new Infinity items for updated opportunities in Capsule CRM
Stay organized and efficient when managing new or updated opportunities in Capsule CRM with this workflow. Whenever a new or updated opportunity is detected in your Capsule CRM account, a new item will be created in the Infinity app, ensuring that your team stays on top of important deals and tasks. With this seamless automation, you can focus on what truly matters - growing your business and closing deals.
Stay organized and efficient when managing new or updated opportunities in Capsule CRM with this workflow. Whenever a new or updated opportunity is detected in your Capsule CRM account, a new item will be created in the Infinity app, ensuring that your team stays on top of important deals and tasks. With this seamless automation, you can focus on what truly matters - growing your business and closing deals.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create a New Item
Creates a new item in a specific workspace, board and folder.
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