Create Wealthbox CRM events for new or updated Capsule CRM opportunities
Stay on top of your sales pipeline by effortlessly tracking new or updated opportunities in Capsule CRM and creating corresponding events in Wealthbox CRM. With this workflow, whenever there's a change in an opportunity in Capsule CRM, an event in Wealthbox CRM will be created, ensuring you never miss a crucial update. Save time and boost productivity by having up-to-date information in both your CRMs.
Stay on top of your sales pipeline by effortlessly tracking new or updated opportunities in Capsule CRM and creating corresponding events in Wealthbox CRM. With this workflow, whenever there's a change in an opportunity in Capsule CRM, an event in Wealthbox CRM will be created, ensuring you never miss a crucial update. Save time and boost productivity by having up-to-date information in both your CRMs.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Event
Creates a new event.
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