Create Capsule CRM opportunity for new SavvyCal event
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 event is created in SavvyCal, it will trigger a corresponding opportunity creation in Capsule CRM.
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.