Create tasks in Microsoft To Do for new or updated opportunities in Capsule CRM
Stay on top of new and updated opportunities in Capsule CRM with this seamless workflow. Whenever an opportunity is added or modified in Capsule CRM, a corresponding task will be created in Microsoft To Do, ensuring you never miss any crucial updates. Save time and streamline your sales process with this efficient automation.
Stay on top of new and updated opportunities in Capsule CRM with this seamless workflow. Whenever an opportunity is added or modified in Capsule CRM, a corresponding task will be created in Microsoft To Do, ensuring you never miss any crucial updates. Save time and streamline your sales process 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 Task
Triggers when a new task is created.
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