Create Seidat shared links for new or updated Capsule CRM opportunities
Effortlessly manage your sales opportunities with this Capsule CRM and Seidat workflow. When a new or updated opportunity arises in Capsule CRM, a shared link gets generated in Seidat, enabling seamless collaboration and organization across your team. Enhance efficiency and focus on closing deals and growing your business with this time-saving automated process.
Effortlessly manage your sales opportunities with this Capsule CRM and Seidat workflow. When a new or updated opportunity arises in Capsule CRM, a shared link gets generated in Seidat, enabling seamless collaboration and organization across your team. Enhance efficiency and focus on closing deals and growing your business with this time-saving automated process.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Shared Link
Creates a new shared link for the presentation.
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