Create merged documents in Formstack Documents from new Copper leads
Boost your sales process by instantly generating customized documents for new leads in Copper. With this automation, whenever a new lead is captured in Copper, their information is automatically used to create a personalized document in Formstack Documents. Save time and effort by streamlining your administrative tasks and keep your focus on converting those leads into paying customers.
Boost your sales process by instantly generating customized documents for new leads in Copper. With this automation, whenever a new lead is captured in Copper, their information is automatically used to create a personalized document in Formstack Documents. Save time and effort by streamlining your administrative tasks and keep your focus on converting those leads into paying customers.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Document Merge
Send data to your Merge URL.
- Free forever for core features
- 14 day trial for premium features & apps