Starts workflow instances in Docubee for new leads in Copper CRM
Just set up this integration and when a new lead is entered in Copper CRM, a workflow instance will start in Docubee to send documents or forms to the prospect. Customer on-boarding has never been easier, use Docubee to route, review, approve documents with prospects.
Just set up this integration and when a new lead is entered in Copper CRM, a workflow instance will start in Docubee to send documents or forms to the prospect. Customer on-boarding has never been easier, use Docubee to route, review, approve documents with prospects.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Start a Workflow Instance
Sends data to start an OnTask Workflow Template
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