Capsule CRM + RevBoss
Add contacts to RevBoss suppression list from new or updated opportunities in Capsule CRM
Stay on top of your Capsule CRM opportunities and ensure your marketing efforts are targeted effectively with this automation. Whenever a new or updated opportunity arises in Capsule CRM, this workflow will add the contact to a suppression list in RevBoss. Focus on the right leads without wasting time on manual updates, and improve your marketing efficiency.
Stay on top of your Capsule CRM opportunities and ensure your marketing efforts are targeted effectively with this automation. Whenever a new or updated opportunity arises in Capsule CRM, this workflow will add the contact to a suppression list in RevBoss. Focus on the right leads without wasting time on manual updates, and improve your marketing efficiency.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Add Contact to Suppression
Adds a new contact to suppression RevBoss and tags it as a lead if it exists.
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