Capsule CRM + Windsor.ai
Add new or updated Capsule CRM opportunities to Windsor.ai as crm data
Effortlessly keep your CRM data up to date with this workflow. Whenever a new or updated opportunity occurs in Capsule CRM, the relevant information is instantly transferred to your Windsor.ai app, ensuring consistent data across both platforms. Streamline your sales process and save valuable time with this seamless automation.
Effortlessly keep your CRM data up to date with this workflow. Whenever a new or updated opportunity occurs in Capsule CRM, the relevant information is instantly transferred to your Windsor.ai app, ensuring consistent data across both platforms. Streamline your sales process and save valuable time with this seamless automation.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Add CRM Data
If you track lead, opportunity and sales outcome in a CRM you can automatically add the records in Windsor.ai using this Zap
- Free forever for core features
- 14 day trial for premium features & apps
