Copper + Gmail
Update Copper leads when new Gmail emails matching search are detected
Stay on top of your lead management by streamlining the process between Gmail and Copper. This effective workflow initiates when you receive a new email that matches your pre-set search in Gmail, and updates corresponding leads in Copper. Not only does this save significant time in manual effort, but it also ensures consistent data across both platforms. This automation makes lead tracking more efficient, helping you to better manage potential business opportunities.
Stay on top of your lead management by streamlining the process between Gmail and Copper. This effective workflow initiates when you receive a new email that matches your pre-set search in Gmail, and updates corresponding leads in Copper. Not only does this save significant time in manual effort, but it also ensures consistent data across both platforms. This automation makes lead tracking more efficient, helping you to better manage potential business opportunities.
- When this happens...New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
- automatically do this!Update Lead
Updates a Lead depending on the match criteria.
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