Create and update leads in JustClick for new Copper companies
Save time and streamline your sales process by automating the lead management between Copper and JustClick. With this workflow, each time a new company is created in Copper, a corresponding lead will be added or updated in JustClick. Simplify your sales efforts and maintain organized, up-to-date lead records across both platforms effortlessly.
Save time and streamline your sales process by automating the lead management between Copper and JustClick. With this workflow, each time a new company is created in Copper, a corresponding lead will be added or updated in JustClick. Simplify your sales efforts and maintain organized, up-to-date lead records across both platforms effortlessly.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- 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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