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Notify team member, send email, find opportunity, and create task in Capsule CRM when project is accepted

Notify team member, send email, find opportunity, and create task in Capsule CRM when project is accepted

Notify your team when a project proposal is accepted in Qwilr, send an email via Microsoft Outlook, find the opportunity in Capsule CRM, and create a task to kickstart the client onboarding process for faster engagement.

Notify team member, send email, find opportunity, and create task in Capsule CRM when project is accepted

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Overview

Notify your team when a project proposal is accepted in Qwilr, send an email via Microsoft Outlook, find the opportunity in Capsule CRM, and create a task to kickstart the client onboarding process for faster engagement.

Notify team member, send email, find opportunity, and create task in Capsule CRM when project is accepted