Create Livespace deal products from new or updated opportunities in Capsule CRM
Keep your Capsule CRM and Livespace apps in sync with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, a deal product will be added in Livespace. This automation saves you time and ensures consistency across both platforms, so you can focus on nurturing opportunities and closing deals.
Keep your Capsule CRM and Livespace apps in sync with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, a deal product will be added in Livespace. This automation saves you time and ensures consistency across both platforms, so you can focus on nurturing opportunities and closing deals.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Add Deal Product
Adds a product to existing deal.
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