Create sales in Accelo for new companies in Copper
Effortlessly streamline your sales process with this Copper and Accelo integration. Whenever a new company is added in Copper, this workflow automatically creates a sale in Accelo, ensuring that your team can focus on closing deals instead of manual data entry. Keep your CRM and sales management platforms up-to-date and boost productivity with this efficient automation.
Effortlessly streamline your sales process with this Copper and Accelo integration. Whenever a new company is added in Copper, this workflow automatically creates a sale in Accelo, ensuring that your team can focus on closing deals instead of manual data entry. Keep your CRM and sales management platforms up-to-date and boost productivity with this efficient automation.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Sale
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
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