Create new leads in Aisle Planner for new Copper companies
Stay organized and efficient by connecting Copper and Aisle Planner with this seamless workflow. Whenever a new company is added in Copper, this automation will create a lead in Aisle Planner, allowing your team to quickly engage with potential clients while keeping track of important details. Enjoy streamlined lead management and watch your business grow.
Stay organized and efficient by connecting Copper and Aisle Planner with this seamless workflow. Whenever a new company is added in Copper, this automation will create a lead in Aisle Planner, allowing your team to quickly engage with potential clients while keeping track of important details. Enjoy streamlined lead management and watch your business grow.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Lead
Creates a new lead.
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