Start campaigns in LionDesk for new or updated opportunities in Capsule CRM
Streamline your sales process by connecting Capsule CRM with LionDesk. With this workflow, whenever a new or updated opportunity arises in Capsule CRM, it will automatically kick off a campaign in LionDesk. This ensures you stay on top of your sales funnel while effectively managing your marketing efforts.
Streamline your sales process by connecting Capsule CRM with LionDesk. With this workflow, whenever a new or updated opportunity arises in Capsule CRM, it will automatically kick off a campaign in LionDesk. This ensures you stay on top of your sales funnel while effectively managing your marketing efforts.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Start Campaign
Start an existing campaign for a contact.
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