Create events in Microsoft Outlook for new or updated opportunities in Capsule CRM
Stay on top of your Capsule CRM opportunities by adding new or updated opportunities as events in your Microsoft Outlook calendar. This workflow ensures all crucial information is accessible at a glance, simplifying your planning and keeping you organized. Easily track crucial business milestones and never miss an important opportunity with this efficient automation.
Stay on top of your Capsule CRM opportunities by adding new or updated opportunities as events in your Microsoft Outlook calendar. This workflow ensures all crucial information is accessible at a glance, simplifying your planning and keeping you organized. Easily track crucial business milestones and never miss an important opportunity with this efficient automation.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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