Cflow + Copper
Create and submit Cflow requests for new Copper leads
Efficiently manage your new leads from Copper by automating the request creation and submission process in Cflow. With this workflow, whenever a new lead is added in Copper, it will instantly create and submit a request in Cflow, streamlining your sales pipeline and ensuring timely follow-ups. Stay organized and boost productivity by automating your lead management process.
Efficiently manage your new leads from Copper by automating the request creation and submission process in Cflow. With this workflow, whenever a new lead is added in Copper, it will instantly create and submit a request in Cflow, streamlining your sales pipeline and ensuring timely follow-ups. Stay organized and boost productivity by automating your lead management process.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create a Request and Submit
Creates a new request in the selected process, populates the fields and submits it for processing. All field validations and rules are evaluated and the request may move to next stage based on the rule conditions. Also triggers the necessary email notifications.
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