Send rows to Smartsheet for new or updated opportunities in Capsule CRM
Stay on top of your Capsule CRM opportunities and streamline your project management with this efficient workflow. Whenever a new or updated opportunity occurs in Capsule CRM, a row will be sent to Smartsheet, ensuring your team's tasks remain up-to-date. This seamless process improves collaboration, saves time, and allows you to focus on maximizing your business potential.
Stay on top of your Capsule CRM opportunities and streamline your project management with this efficient workflow. Whenever a new or updated opportunity occurs in Capsule CRM, a row will be sent to Smartsheet, ensuring your team's tasks remain up-to-date. This seamless process improves collaboration, saves time, and allows you to focus on maximizing your business potential.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Send Row
Send a row via email.
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