Copper + Insightly
Create Insightly records for new Copper leads
Effortlessly keep your sales pipeline up-to-date with this Copper and Insightly automation. When you have a new lead in Copper, this workflow instantly creates a record in Insightly so your team can stay on top of new opportunities. Save time and maintain organization by streamlining your sales process today.
Effortlessly keep your sales pipeline up-to-date with this Copper and Insightly automation. When you have a new lead in Copper, this workflow instantly creates a record in Insightly so your team can stay on top of new opportunities. Save time and maintain organization by streamlining your sales process today.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Record
Creates a Record
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About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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About Insightly
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
