Create deals in Teamleader Focus for new or updated contacts in Capsule CRM
Streamline your sales process by connecting Capsule CRM and Teamleader Focus with this efficient workflow. When a new or updated contact is added in Capsule CRM, a deal will be created in Teamleader Focus, keeping your sales pipeline updated and organized. Save time on manual data entry and stay focused on closing more deals.
Streamline your sales process by connecting Capsule CRM and Teamleader Focus with this efficient workflow. When a new or updated contact is added in Capsule CRM, a deal will be created in Teamleader Focus, keeping your sales pipeline updated and organized. Save time on manual data entry and stay focused on closing more deals.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Deal
Creates a new deal.
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