Create RingCentral video meetings for new or updated Capsule CRM opportunities
Stay on top of your Capsule CRM opportunities and effortlessly schedule video meetings with this automation. When a new or updated opportunity arises in Capsule CRM, this workflow will create a video meeting in RingCentral. Save time and improve communication by seamlessly connecting your CRM and video meeting platforms.
Stay on top of your Capsule CRM opportunities and effortlessly schedule video meetings with this automation. When a new or updated opportunity arises in Capsule CRM, this workflow will create a video meeting in RingCentral. Save time and improve communication by seamlessly connecting your CRM and video meeting platforms.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Video Meeting
Creates an instant video meeting. Pair with an additional action to retrieve Join URI from the current action.
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