Capsule CRM + Samdock
Create Samdock requests for new or updated Capsule CRM opportunities
Keep your Capsule CRM opportunities organized and up-to-date with this efficient automation. Whenever there's a new or updated opportunity in Capsule CRM, this workflow will create a request in Samdock, ensuring clear communication between your sales team and other departments. Save time and maintain a streamlined sales process with this easy-to-implement solution.
Keep your Capsule CRM opportunities organized and up-to-date with this efficient automation. Whenever there's a new or updated opportunity in Capsule CRM, this workflow will create a request in Samdock, ensuring clear communication between your sales team and other departments. Save time and maintain a streamlined sales process with this easy-to-implement solution.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Request
This action creates a 'Request' in Samdock.
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