Capsule CRM + Searchie
Add new or updated Capsule CRM opportunities to Searchie hubs with ease
Keep your sales and content access organized by connecting Capsule CRM and Searchie. With this automation, when a new or updated opportunity occurs in Capsule CRM, it will grant Hub access in Searchie, streamlining the process and ensuring quick access for your leads or customers. Save time and stay focused on closing deals while letting this workflow take care of access management.
Keep your sales and content access organized by connecting Capsule CRM and Searchie. With this automation, when a new or updated opportunity occurs in Capsule CRM, it will grant Hub access in Searchie, streamlining the process and ensuring quick access for your leads or customers. Save time and stay focused on closing deals while letting this workflow take care of access management.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Add Hub Access
Adds a Hub access to an audience.
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