Create ActiveTrail contacts for new Copper leads and add them to groups
Easily manage your leads and keep your ActiveTrail group updated with this time-saving workflow. When a new lead is added in Copper, they will be automatically added as a contact to a specified group in ActiveTrail, ensuring your marketing efforts are always targeting the right audience. Stay organized and efficient by streamlining the process of updating your contact lists.
Easily manage your leads and keep your ActiveTrail group updated with this time-saving workflow. When a new lead is added in Copper, they will be automatically added as a contact to a specified group in ActiveTrail, ensuring your marketing efforts are always targeting the right audience. Stay organized and efficient by streamlining the process of updating your contact lists.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Add Contact to Group
Add a new or an existing contact to a specific group (The new contact will be created if not already exists).
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