Create new opportunities in Copper for every new project in CompanyCam
When a new project gets started in CompanyCam, it's crucial to seize every business opportunity. Utilize this workflow to streamline your operations: every time a new project is initiated within CompanyCam, an opportunity is immediately created within the Copper app. This action ensures your business responds swiftly to every lead, maximizing efficiency and potential for growth.
When a new project gets started in CompanyCam, it's crucial to seize every business opportunity. Utilize this workflow to streamline your operations: every time a new project is initiated within CompanyCam, an opportunity is immediately created within the Copper app. This action ensures your business responds swiftly to every lead, maximizing efficiency and potential for growth.
- When this happens...New Project
Triggers when you add a new project.
- automatically do this!Create Opportunity
Creates a new Opportunity.
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