Update JustClick leads when Copper companies are updated
Effortlessly keep your Copper and JustClick records updated with this seamless workflow. When a company is updated in Copper, this automation will add or update the corresponding lead information in JustClick. Save valuable time, minimize manual data-entry errors, and ensure both platforms stay in sync with up-to-date information.
Effortlessly keep your Copper and JustClick records updated with this seamless workflow. When a company is updated in Copper, this automation will add or update the corresponding lead information in JustClick. Save valuable time, minimize manual data-entry errors, and ensure both platforms stay in sync with up-to-date information.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Add/Update Lead
Add a new lead to a list of your choosing. Can be used to update an existing lead too.
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