Create Samdock contacts from new or updated Capsule CRM opportunities
Streamline your sales process by connecting Capsule CRM and Samdock with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, a corresponding contact will be created in Samdock, ensuring your opportunities are consistently up-to-date. This allows you to focus on closing deals and growing your business while effortlessly managing your opportunities and contacts.
Streamline your sales process by connecting Capsule CRM and Samdock with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, a corresponding contact will be created in Samdock, ensuring your opportunities are consistently up-to-date. This allows you to focus on closing deals and growing your business while effortlessly managing your opportunities and contacts.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Contact
Creates a new person, new organization or both linked together.
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