Capsule CRM + Process Street
Trigger Process Street workflows for new or updated opportunities in Capsule CRM
Efficiently manage your sales pipeline by connecting Capsule CRM and Process Street. When a new or updated opportunity arises in Capsule CRM, this workflow will instantly trigger the execution of a specific Process Street workflow, streamlining your processes and ensuring timely action. Save time and increase your team's productivity with this seamless automation between your CRM and process management systems.
Efficiently manage your sales pipeline by connecting Capsule CRM and Process Street. When a new or updated opportunity arises in Capsule CRM, this workflow will instantly trigger the execution of a specific Process Street workflow, streamlining your processes and ensuring timely action. Save time and increase your team's productivity with this seamless automation between your CRM and process management systems.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Run Workflow
Runs a workflow.
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