Create Onfleet tasks for new or updated Capsule CRM opportunities
Efficiently manage your sales process by connecting Capsule CRM and Onfleet with this seamless workflow. When a new or updated opportunity occurs in Capsule CRM, a task will be instantly created in Onfleet, ensuring timely action and eliminating manual data entry. Enhance your team's collaboration and sales performance with this streamlined automation.
Efficiently manage your sales process by connecting Capsule CRM and Onfleet with this seamless workflow. When a new or updated opportunity occurs in Capsule CRM, a task will be instantly created in Onfleet, ensuring timely action and eliminating manual data entry. Enhance your team's collaboration and sales performance with this streamlined automation.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Task
Creates a pickup or dropoff task.
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