Create QuickDesk company leads from new or updated Capsule CRM opportunities
Effortlessly manage your sales process by integrating Capsule CRM and QuickDesk. With this automation, every time a new or updated opportunity arises in Capsule CRM, a corresponding company lead will be generated in QuickDesk. This streamlined workflow saves you time and helps to ensure no potential leads are missed in your sales pipeline.
Effortlessly manage your sales process by integrating Capsule CRM and QuickDesk. With this automation, every time a new or updated opportunity arises in Capsule CRM, a corresponding company lead will be generated in QuickDesk. This streamlined workflow saves you time and helps to ensure no potential leads are missed in your sales pipeline.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Company Lead
Creates a company lead.
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