Create InvoiceBerry clients from new Copper leads
Effortlessly manage your sales and invoicing process with this Copper and InvoiceBerry integration. When a new lead is added in Copper, this workflow will create a client in InvoiceBerry, ensuring you stay organized and up-to-date without manually transferring data between systems. Keep your sales funnel moving smoothly and enhance your productivity with this seamless automation.
Effortlessly manage your sales and invoicing process with this Copper and InvoiceBerry integration. When a new lead is added in Copper, this workflow will create a client in InvoiceBerry, ensuring you stay organized and up-to-date without manually transferring data between systems. Keep your sales funnel moving smoothly and enhance your productivity with this seamless automation.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Client
Creates a new client.
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