Capsule CRM + Zoom
Create Zoom meeting registrants for new or updated Capsule CRM opportunities
Effortlessly keep track of new or updated opportunities in Capsule CRM and stay prepared by scheduling meetings with the involved parties via Zoom. With this automation, whenever there's a change in an opportunity in Capsule CRM, a meeting registrant will be created in Zoom, ensuring you stay on top of your game and engage with potential clients effectively. Enhance your workflow, save time, and improve communication with this seamless integration.
Effortlessly keep track of new or updated opportunities in Capsule CRM and stay prepared by scheduling meetings with the involved parties via Zoom. With this automation, whenever there's a change in an opportunity in Capsule CRM, a meeting registrant will be created in Zoom, ensuring you stay on top of your game and engage with potential clients effectively. Enhance your workflow, save time, and improve communication with this seamless integration.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Meeting Registrant
Creates a new meeting registrant.
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