Create Zendesk Sell deals from new or updated Capsule CRM opportunities
Stay on top of your sales process by seamlessly managing opportunities across Capsule CRM and Zendesk Sell. With this workflow, whenever a new or updated opportunity occurs in Capsule CRM, a corresponding deal will be created in Zendesk Sell, ensuring that your sales data is always up to date and consistent between both platforms. This automation streamlines your sales pipeline, saving you time and minimizing manual data entry errors.
Stay on top of your sales process by seamlessly managing opportunities across Capsule CRM and Zendesk Sell. With this workflow, whenever a new or updated opportunity occurs in Capsule CRM, a corresponding deal will be created in Zendesk Sell, ensuring that your sales data is always up to date and consistent between both platforms. This automation streamlines your sales pipeline, saving you time and minimizing manual data entry errors.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Deal
Creates a new deal.
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