Update PersistIQ prospects status when new or updated opportunities arise in Capsule CRM
Stay on top of your sales pipeline by streamlining your CRM and prospecting tool. With this workflow, whenever a new or updated opportunity is logged in Capsule CRM, the prospect status will be updated in PersistIQ. This seamless integration ensures that your sales team is always aligned and informed, enhancing overall productivity and efficiency.
Stay on top of your sales pipeline by streamlining your CRM and prospecting tool. With this workflow, whenever a new or updated opportunity is logged in Capsule CRM, the prospect status will be updated in PersistIQ. This seamless integration ensures that your sales team is always aligned and informed, enhancing overall productivity and efficiency.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Update Prospect Status
Updates prospect status.
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