Copilot CRM + Groundwork
Convert new Groundwork forms into Copilot CRM customers
Simplify your customer management process with this comprehensive workflow. Whenever a new kickoff form is submitted in Groundwork, it instantly creates a new customer profile in your Copilot CRM. This efficient process not only saves time but also ensures complete and rapid transfer of important client information, enhancing your overall customer relationship management.
Simplify your customer management process with this comprehensive workflow. Whenever a new kickoff form is submitted in Groundwork, it instantly creates a new customer profile in your Copilot CRM. This efficient process not only saves time but also ensures complete and rapid transfer of important client information, enhancing your overall customer relationship management.
- When this happens...New Kickoff Form Submitted
Triggers when a lead kickoff form is completed.
- automatically do this!Create Customer
Creates a new customer.
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