Capsule CRM + Shape
Create records in Shape for new or updated opportunities in Capsule CRM
Keep your sales opportunities organized and streamlined with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, it will create a record in the Shape app, ensuring you stay informed and up-to-date on any changes. Easily manage your sales process and maintain all your important data in one place, without any manual input required.
Keep your sales opportunities organized and streamlined with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, it will create a record in the Shape app, ensuring you stay informed and up-to-date on any changes. Easily manage your sales process and maintain all your important data in one place, without any manual input required.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Record
Create a new record within the CRM
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