Cinode + Upsales
Create Cinode projects from new Upsales opportunities
This Zapier template runs when a new Upsales opportunity is created. Zapier will find or create the customer based on the client name field and then create the project in Cinode.
This Zapier template runs when a new Upsales opportunity is created. Zapier will find or create the customer based on the client name field and then create the project in Cinode.
- When this happens...New Opportunity
Triggers when an opportunity is created.
- automatically do this...Search Customer
Find Customer by Name, identification or CorporateIdentityNumber.
- then do this!Create Project
Add a new Project in Talent Business.
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About Cinode
Cinode is a way to run consultancies with support for sales, resourcing and skills management.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Upsales
The revenue engine for fast-growing businesses.
You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.