Capsule CRM + Plecto
Create Plecto registrations for new or updated Capsule CRM opportunities
Effortlessly manage your sales pipeline with this Capsule CRM to Plecto automation. Every time a new or updated opportunity arises in Capsule CRM, a new registration will be created in Plecto, keeping your records up-to-date and organized. This streamlined process allows you to efficiently track sales performances and stay effective in closing deals.
Effortlessly manage your sales pipeline with this Capsule CRM to Plecto automation. Every time a new or updated opportunity arises in Capsule CRM, a new registration will be created in Plecto, keeping your records up-to-date and organized. This streamlined process allows you to efficiently track sales performances and stay effective in closing deals.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create New Registration
Creates a new registration.
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