Mark new or updated Capsule CRM opportunities as finished tasks in Reply
Effortlessly manage your sales opportunities with this seamless workflow that integrates Capsule CRM and Reply. When a new or updated opportunity surfaces in Capsule CRM, the automation updates it in Reply, enabling smooth communication and progress tracking with your leads. Enhance your sales productivity and keep your team aligned without any manual intervention.
Effortlessly manage your sales opportunities with this seamless workflow that integrates Capsule CRM and Reply. When a new or updated opportunity surfaces in Capsule CRM, the automation updates it in Reply, enabling smooth communication and progress tracking with your leads. Enhance your sales productivity and keep your team aligned without any manual intervention.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Mark as Finished
Mark as Finished a person in the campaign
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