Create pulsechecks in pulseM for new or updated opportunities in Capsule CRM
Stay on top of your Capsule CRM opportunities and boost team engagement with this efficient workflow. Whenever there's a new or updated opportunity in Capsule CRM, this automation sends a pulseCheck in pulseM to keep your team informed and motivated. Save time, enhance communication, and never miss an important update with this seamless integration.
Stay on top of your Capsule CRM opportunities and boost team engagement with this efficient workflow. Whenever there's a new or updated opportunity in Capsule CRM, this automation sends a pulseCheck in pulseM to keep your team informed and motivated. Save time, enhance communication, and never miss an important update with this seamless integration.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Send pulseCheck
Send a pulseM pulseCheck to your customer.
- Free forever for core features
- 14 day trial for premium features & apps