Create or update Copper opportunities from new Formstack submissions
Effortlessly manage your sales pipeline with this Formstack-Copper workflow. When a new submission is received in Formstack, it automatically creates or updates an opportunity in Copper, keeping your team informed about potential deals. This process streamlines data entry and allows you to focus on closing sales, saving time and boosting efficiency.
Effortlessly manage your sales pipeline with this Formstack-Copper workflow. When a new submission is received in Formstack, it automatically creates or updates an opportunity in Copper, keeping your team informed about potential deals. This process streamlines data entry and allows you to focus on closing sales, saving time and boosting efficiency.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
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