Create proposals in Proposify for new or updated opportunities in Capsule CRM
Effortlessly streamline your sales process with this Capsule CRM and Proposify integration. Whenever a new or updated opportunity arises in Capsule CRM, this workflow instantly generates a proposal in Proposify, saving you time and ensuring a professional response to your prospects. Simplify your sales funnel and focus on closing deals with this efficient automation.
Effortlessly streamline your sales process with this Capsule CRM and Proposify integration. Whenever a new or updated opportunity arises in Capsule CRM, this workflow instantly generates a proposal in Proposify, saving you time and ensuring a professional response to your prospects. Simplify your sales funnel and focus on closing deals with this efficient automation.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Proposal
Creates a new proposal.
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