Create Zendesk Sell notes for updated Capsule CRM opportunities
Stay on top of your sales progress with this Capsule CRM and Zendesk Sell workflow. When a new or updated opportunity arises in Capsule CRM, the integration creates a note in Zendesk Sell, centralizing crucial information. Enhance your sales process and keep everything up-to-date with this efficient automation.
Stay on top of your sales progress with this Capsule CRM and Zendesk Sell workflow. When a new or updated opportunity arises in Capsule CRM, the integration creates a note in Zendesk Sell, centralizing crucial information. Enhance your sales process and keep everything up-to-date with this efficient automation.
- 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 for an existing lead, contact or deal.
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