Update opportunities in Copper CRM when new BoldSign documents complete
Make your sales process more efficient by automating Copper CRM opportunities updates when a BoldSign document is completed. With this integration, you will automatically update an opportunity in Copper CRM whenever a new BoldSign document completes. Ensure that your opportunities are always up to date with the latest information on your signed documents.
Make your sales process more efficient by automating Copper CRM opportunities updates when a BoldSign document is completed. With this integration, you will automatically update an opportunity in Copper CRM whenever a new BoldSign document completes. Ensure that your opportunities are always up to date with the latest information on your signed documents.
- When this happens...Document Completed
Triggers when the document has been completed by all the signers.
- automatically do this!Update Opportunity
Updates an Opportunity based off of a match criteria.
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