Create Apollo opportunity for new Cogsworth appointment
But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an appointment is created in Cogsworth, it will trigger a corresponding opportunity creation in Apollo.
This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.