Capsule CRM + Referral Rock
Create Referral Rock referrals for new or updated Capsule CRM opportunities
Efficiently track your Capsule CRM opportunities and streamline your referral process with this workflow. When a new or updated opportunity arises in Capsule CRM, it will automatically create a referral in Referral Rock, keeping your referral program up-to-date and organized. This seamless integration saves you time and ensures you never miss a referral opportunity.
Efficiently track your Capsule CRM opportunities and streamline your referral process with this workflow. When a new or updated opportunity arises in Capsule CRM, it will automatically create a referral in Referral Rock, keeping your referral program up-to-date and organized. This seamless integration saves you time and ensures you never miss a referral opportunity.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Add Referral
Adds a new referral from a member.
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