Create or update PersistIQ prospects from new or updated Capsule CRM opportunities
Stay on top of your sales opportunities by connecting Capsule CRM and PersistIQ with this seamless workflow. Whenever a new or updated opportunity arises in your Capsule CRM, this automation will create or update a prospect in PersistIQ, ensuring your sales pipeline is always up-to-date and your teams are aligned. Boost efficiency and capture every potential lead with this easy-to-set-up integration.
Stay on top of your sales opportunities by connecting Capsule CRM and PersistIQ with this seamless workflow. Whenever a new or updated opportunity arises in your Capsule CRM, this automation will create or update a prospect in PersistIQ, ensuring your sales pipeline is always up-to-date and your teams are aligned. Boost efficiency and capture every potential lead with this easy-to-set-up integration.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create or Update Prospect
Creates or updates a prospect.
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