Create SpotMe users from new or updated Capsule CRM opportunities
Keep your sales and event management effortlessly connected with this Capsule CRM to SpotMe workflow. When a new or updated opportunity is detected in Capsule CRM, a user will be created in SpotMe, ensuring a seamless transfer of information for better collaboration across your teams. Take the manual work out of keeping your CRM and event platform in sync and focus on what matters most – closing deals and running successful events.
Keep your sales and event management effortlessly connected with this Capsule CRM to SpotMe workflow. When a new or updated opportunity is detected in Capsule CRM, a user will be created in SpotMe, ensuring a seamless transfer of information for better collaboration across your teams. Take the manual work out of keeping your CRM and event platform in sync and focus on what matters most – closing deals and running successful events.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create User
Creates a new user in a SpotMe workspace
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