Create Wealthbox CRM notes for new or updated Capsule CRM opportunities
Stay on top of your Capsule CRM opportunities and keep your Wealthbox CRM updated with this streamlined workflow. When a new or updated opportunity arises in Capsule CRM, a note will be created in Wealthbox CRM, ensuring you have all the essential information in one place. This automation helps you save time and maintain accurate records across both systems.
Stay on top of your Capsule CRM opportunities and keep your Wealthbox CRM updated with this streamlined workflow. When a new or updated opportunity arises in Capsule CRM, a note will be created in Wealthbox CRM, ensuring you have all the essential information in one place. This automation helps you save time and maintain accurate records across both systems.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Note
Creates a new note.
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