Create Workboard action items for new or updated Capsule CRM opportunities
Stay on top of your Capsule CRM opportunities with this streamlined workflow. Whenever you have a new or updated opportunity in Capsule CRM, this automation will create an action item in the Workboard app, ensuring you have a clear plan to tackle your sales goals. No more manual entry or missed opportunities – just a seamless way to manage your progress.
Stay on top of your Capsule CRM opportunities with this streamlined workflow. Whenever you have a new or updated opportunity in Capsule CRM, this automation will create an action item in the Workboard app, ensuring you have a clear plan to tackle your sales goals. No more manual entry or missed opportunities – just a seamless way to manage your progress.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Action Item
Create an action item in Workboard
- Free forever for core features
- 14 day trial for premium features & apps