Create TrueReview requests for new or updated Capsule CRM opportunities
Effortlessly streamline your Capsule CRM opportunities and TrueReview requests with this powerful workflow. Once set up, every new or updated opportunity in Capsule CRM will trigger the creation of a request in TrueReview, allowing you to efficiently manage your leads and ensure timely reviews. Save time, stay organized, and make the most of your sales opportunities with this seamless automation.
Effortlessly streamline your Capsule CRM opportunities and TrueReview requests with this powerful workflow. Once set up, every new or updated opportunity in Capsule CRM will trigger the creation of a request in TrueReview, allowing you to efficiently manage your leads and ensure timely reviews. Save time, stay organized, and make the most of your sales opportunities with this seamless automation.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Request
Creates a request
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