Create or update Copper leads for new Acuity Scheduling appointments
Effortlessly manage your sales leads with this Acuity Scheduling and Copper workflow. Whenever a new appointment is scheduled in Acuity Scheduling, a lead will be created or updated in Copper. Stay organized and ensure you have all the relevant appointment details at your fingertips in your CRM, making it easier to convert leads into customers.
Effortlessly manage your sales leads with this Acuity Scheduling and Copper workflow. Whenever a new appointment is scheduled in Acuity Scheduling, a lead will be created or updated in Copper. Stay organized and ensure you have all the relevant appointment details at your fingertips in your CRM, making it easier to convert leads into customers.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
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