Capsule CRM + LionDesk
Add tags to LionDesk for new or updated opportunities in Capsule CRM
Effortlessly manage your sales leads with this Capsule CRM and LionDesk workflow. When an opportunity arises or is updated in Capsule CRM, this automation will add tags to the corresponding contact in LionDesk, keeping your sales team organized and informed about potential clients. Streamline your CRM tasks to save time and increase productivity with this simple yet powerful solution.
Effortlessly manage your sales leads with this Capsule CRM and LionDesk workflow. When an opportunity arises or is updated in Capsule CRM, this automation will add tags to the corresponding contact in LionDesk, keeping your sales team organized and informed about potential clients. Streamline your CRM tasks to save time and increase productivity with this simple yet powerful solution.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Add Tags
Assign tags to a contact
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