Create or update EasyMe clients from new Copper leads
Effortlessly manage your client database in EasyMe whenever you receive a new lead in Copper. With this workflow, new leads in Copper will trigger the creation or updating of clients in the EasyMe app. This seamless process ensures your client information is always up-to-date, saving you time and enhancing productivity.
Effortlessly manage your client database in EasyMe whenever you receive a new lead in Copper. With this workflow, new leads in Copper will trigger the creation or updating of clients in the EasyMe app. This seamless process ensures your client information is always up-to-date, saving you time and enhancing productivity.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create or Update Client
Creates or updates a client.
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