Create prospects in The Customer Factor from new or updated opportunities in Capsule CRM
Stay on top of your sales process by seamlessly connecting Capsule CRM to The Customer Factor. With this workflow, whenever there's a new or updated opportunity in Capsule CRM, a prospect will be created in The Customer Factor. This automation helps you efficiently manage your leads and close deals faster, while keeping your CRM and prospect data up-to-date.
Stay on top of your sales process by seamlessly connecting Capsule CRM to The Customer Factor. With this workflow, whenever there's a new or updated opportunity in Capsule CRM, a prospect will be created in The Customer Factor. This automation helps you efficiently manage your leads and close deals faster, while keeping your CRM and prospect data up-to-date.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Prospect
This action will create the prospect in The Customer Factor
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