Create AgencyZoom notes for new Copper leads
Efficiently manage your sales process by connecting Copper and AgencyZoom with this workflow. Whenever a new lead is added in Copper, a note will be created in AgencyZoom, keeping you organized and up-to-date on your latest prospects. Simplify your lead management and ensure no important information gets lost with this seamless automation.
Efficiently manage your sales process by connecting Copper and AgencyZoom with this workflow. Whenever a new lead is added in Copper, a note will be created in AgencyZoom, keeping you organized and up-to-date on your latest prospects. Simplify your lead management and ensure no important information gets lost with this seamless automation.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create a Note
Create a note for a lead or a customer.
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