Add new or updated Capsule CRM opportunities to Kixie powerlists for efficient tracking
Stay on top of your sales game by keeping your CRM and phone system in sync with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, it will seamlessly trigger the addition of that contact to a Powerlist in Kixie. With this automation, you can promptly reach out to potential clients and ensure that no opportunity goes untapped.
Stay on top of your sales game by keeping your CRM and phone system in sync with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, it will seamlessly trigger the addition of that contact to a Powerlist in Kixie. With this automation, you can promptly reach out to potential clients and ensure that no opportunity goes untapped.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Add to Powerlist
Adds a phone number to a Kixie Powerlist.
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