Create tasks in Agile CRM for new leads in Copper
Stay organized and efficient by connecting your Copper and Agile CRM apps with this workflow. Whenever a new lead is added in Copper, a corresponding task will be created in Agile CRM, ensuring that you can timely follow up with every opportunity without any manual work. Enhance your lead management process with this seamless automation.
Stay organized and efficient by connecting your Copper and Agile CRM apps with this workflow. Whenever a new lead is added in Copper, a corresponding task will be created in Agile CRM, ensuring that you can timely follow up with every opportunity without any manual work. Enhance your lead management process with this seamless automation.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Task
Create a Task for the Contact.
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