Capsule CRM + Zoom
Create Zoom meetings for new or updated Capsule CRM opportunities
Stay on top of new and updated opportunities in Capsule CRM by instantly scheduling Zoom meetings for them. This workflow helps you easily manage your sales process and connect with clients, ensuring timely follow-ups and discussions. Simply set up the automation, and watch as every update in Capsule CRM leads to a meeting creation in Zoom for a seamless and efficient sales experience.
Stay on top of new and updated opportunities in Capsule CRM by instantly scheduling Zoom meetings for them. This workflow helps you easily manage your sales process and connect with clients, ensuring timely follow-ups and discussions. Simply set up the automation, and watch as every update in Capsule CRM leads to a meeting creation in Zoom for a seamless and efficient sales experience.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
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