Create notes in Pipedrive for new or updated opportunities in Capsule CRM
Stay on top of your sales opportunities with this efficient workflow. When an opportunity is added or updated in Capsule CRM, it instantly creates a note in Pipedrive to keep your team informed. This automation streamlines your sales process, ensuring no crucial updates are missed while keeping your CRM data organized.
Stay on top of your sales opportunities with this efficient workflow. When an opportunity is added or updated in Capsule CRM, it instantly creates a note in Pipedrive to keep your team informed. This automation streamlines your sales process, ensuring no crucial updates are missed while keeping your CRM data organized.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Note
Creates a new note.
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