Add tags to Trainerize clients when new leads are created in Copper
Effortlessly organize and categorize your new leads from Copper into distinct groups in Trainerize with this seamless workflow. When a new lead is added in Copper, a tag will be assigned to the client in Trainerize, helping you manage your leads more efficiently and provide targeted coaching based on their specific needs. Save time and enhance your lead nurturing process with this powerful and simple automation.
Effortlessly organize and categorize your new leads from Copper into distinct groups in Trainerize with this seamless workflow. When a new lead is added in Copper, a tag will be assigned to the client in Trainerize, helping you manage your leads more efficiently and provide targeted coaching based on their specific needs. Save time and enhance your lead nurturing process with this powerful and simple automation.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Add Tag to Client
Apply a custom client tag to an existing client.
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