Get new opportunity
Last updated
Last updated
Select Capsule as your app, under “New Gear” in the “Gears” menu. Click “Create.”
Choose the Plug you want to use, or create a new one. Click “Continue.”
Pick “Get new opportunity” as your action and click “Create.” GearPlug will ask for a test record, so create one.
Review the imported data to make sure everything works correctly. Click “Close” to finish the setup.
Empty Fields: Here, you’ll find a list of fields you can import—but weren’t used in your record.
