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Capsule CRM + Seidat

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.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    SeidatSeidat
    Create Shared Link

    Creates a new shared link for the presentation.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About Seidat

Seidat is a sales deck platform for business teams. It has tools for slide deck creation, presenting, sharing and analyzing.

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