Create clients in Content Snare from new leads in Copper
Easily streamline your client onboarding process with this Copper and Content Snare integration. When a new lead is added in Copper, a client will be created in Content Snare, saving you time and ensuring a seamless transition for your leads. This workflow helps you stay organized and maintain a consistent experience for your clients throughout the onboarding journey.
Easily streamline your client onboarding process with this Copper and Content Snare integration. When a new lead is added in Copper, a client will be created in Content Snare, saving you time and ensuring a seamless transition for your leads. This workflow helps you stay organized and maintain a consistent experience for your clients throughout the onboarding journey.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Client
Creates a new client.
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