Create notes in Capsule CRM for new leads in Copper
Easily keep track of new leads from Copper with this seamless workflow that directly adds a note to the corresponding entity in Capsule CRM. Whenever a new lead is generated in Copper, a note will be added to the entity in Capsule CRM, ensuring that you never miss an update or lose important information about your prospects. Stay organized and efficient, and strengthen your CRM management with this smooth integration.
Easily keep track of new leads from Copper with this seamless workflow that directly adds a note to the corresponding entity in Capsule CRM. Whenever a new lead is generated in Copper, a note will be added to the entity in Capsule CRM, ensuring that you never miss an update or lose important information about your prospects. Stay organized and efficient, and strengthen your CRM management with this smooth integration.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Add Note to Entity
Adds a Note to an Entity.
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