Create or update Scoro quotes for new or updated Capsule CRM opportunities
Effortlessly manage your sales process by connecting Capsule CRM and Scoro with this seamless workflow. When a new or updated opportunity arises in Capsule CRM, it will create or update a quote in Scoro, ensuring consistency across both platforms. Streamline your sales pipeline and save time on manual data entry with this powerful automation.
Effortlessly manage your sales process by connecting Capsule CRM and Scoro with this seamless workflow. When a new or updated opportunity arises in Capsule CRM, it will create or update a quote in Scoro, ensuring consistency across both platforms. Streamline your sales pipeline and save time on manual data entry with this powerful automation.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create or Update Quote
Creates a new quote or updates an existing one.
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