Moxie + Teamhood
Create new opportunities in Moxie when items are created in Teamhood
Streamline your project management and sales processes with this efficient workflow. When a new item is created in Teamhood, an opportunity in Moxie is instantly established, ensuring a unique connection between your project tasks and potential sales. This automated process not only boosts productivity but also eliminates manual data entry, providing a seamless experience for your teams.
Streamline your project management and sales processes with this efficient workflow. When a new item is created in Teamhood, an opportunity in Moxie is instantly established, ensuring a unique connection between your project tasks and potential sales. This automated process not only boosts productivity but also eliminates manual data entry, providing a seamless experience for your teams.
- When this happens...Create Item
Triggers when a new item is created.
- automatically do this!Create Opportunity
Create a new pipeline opportunity
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