Capsule CRM + Referral Factory
Qualify Referral Factory users with email when new or updated opportunities arise in Capsule CRM
Stay on top of your Capsule CRM opportunities and streamline your referral process with this time-saving workflow. When a new or updated opportunity arises in Capsule CRM, this automation will instantly qualify the user with email in Referral Factory. Simplify your sales and marketing efforts, ensuring referrals receive the attention they deserve as soon as an opportunity is identified.
Stay on top of your Capsule CRM opportunities and streamline your referral process with this time-saving workflow. When a new or updated opportunity arises in Capsule CRM, this automation will instantly qualify the user with email in Referral Factory. Simplify your sales and marketing efforts, ensuring referrals receive the attention they deserve as soon as an opportunity is identified.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Qualify User With Email
Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.
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