Capsule CRM + SalesScreen
Create SalesScreen activities for new or updated Capsule CRM opportunities
Stay on top of new and updated opportunities in Capsule CRM with this efficient workflow. Whenever there's a change in your opportunities, this automation will instantly create an activity in SalesScreen to make sure your sales team remains aligned and informed. Boost your sales process and maintain seamless communication between your Capsule CRM and SalesScreen apps.
Stay on top of new and updated opportunities in Capsule CRM with this efficient workflow. Whenever there's a change in your opportunities, this automation will instantly create an activity in SalesScreen to make sure your sales team remains aligned and informed. Boost your sales process and maintain seamless communication between your Capsule CRM and SalesScreen apps.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Activity
Creates a new record in SalesScreen.
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