Create Zoho Projects from new or updated Capsule CRM opportunities
Stay on top of your sales opportunities and effortlessly manage your projects with this automation. Whenever a new or updated Opportunity occurs in Capsule CRM, this workflow will create a Project in Zoho Projects, ensuring your team stays aligned and can smoothly transition from sales to project management. Save time and boost efficiency by streamlining your process across platforms.
Stay on top of your sales opportunities and effortlessly manage your projects with this automation. Whenever a new or updated Opportunity occurs in Capsule CRM, this workflow will create a Project in Zoho Projects, ensuring your team stays aligned and can smoothly transition from sales to project management. Save time and boost efficiency by streamlining your process across platforms.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Project
Creates a new Project.
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