Create notes in Keap for new or updated opportunities in Capsule CRM
Stay on top of your Capsule CRM opportunities by instantly adding notes in Keap. With this automation, every time a new or updated opportunity occurs in Capsule CRM, a note will be created in Keap. This way, you can easily keep track of important details and make sure your team is informed about the latest developments in your sales pipeline.
Stay on top of your Capsule CRM opportunities by instantly adding notes in Keap. With this automation, every time a new or updated opportunity occurs in Capsule CRM, a note will be created in Keap. This way, you can easily keep track of important details and make sure your team is informed about the latest developments in your sales pipeline.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Note
Creates a new note on a contact record
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