Capsule CRM + Paperless Forms
Create new Capsule CRM opportunities from Paperless Forms entries
Effortlessly streamline your sales process with this Paperless Forms and Capsule CRM automation. When a new entry is submitted through Paperless Forms, an opportunity is instantly created in Capsule CRM. This seamless workflow saves time on manual data entry and ensures that your team can focus on closing deals and building relationships with potential clients.
Effortlessly streamline your sales process with this Paperless Forms and Capsule CRM automation. When a new entry is submitted through Paperless Forms, an opportunity is instantly created in Capsule CRM. This seamless workflow saves time on manual data entry and ensures that your team can focus on closing deals and building relationships with potential clients.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Opportunity
Creates a new Opportunity.
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- 14 day trial for premium features & apps
