Capsule CRM + Club OS
Create Club OS prospects from new or updated Capsule CRM opportunities
Effortlessly manage your sales pipeline by connecting Capsule CRM and Club OS. With this workflow, whenever there's a new or updated opportunity in Capsule CRM, a prospect is created in Club OS. Maintain an organized lead tracking process and ensure no opportunity goes unnoticed, saving you time and simplifying your lead management tasks.
Effortlessly manage your sales pipeline by connecting Capsule CRM and Club OS. With this workflow, whenever there's a new or updated opportunity in Capsule CRM, a prospect is created in Club OS. Maintain an organized lead tracking process and ensure no opportunity goes unnoticed, saving you time and simplifying your lead management tasks.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Prospect
Creates a new Prospect
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