Cloze + Copper
Create todos in Cloze for new Copper leads
Effortlessly stay on top of your leads with this Copper and Cloze workflow. Whenever a new lead is added in Copper, a corresponding ToDo is created in Cloze, ensuring you never miss a follow-up. Keep your sales funnel moving smoothly and increase your productivity with this seamless automation.
Effortlessly stay on top of your leads with this Copper and Cloze workflow. Whenever a new lead is added in Copper, a corresponding ToDo is created in Cloze, ensuring you never miss a follow-up. Keep your sales funnel moving smoothly and increase your productivity with this seamless automation.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create ToDo
Creates a new ToDo.
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About Cloze
Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
