Create Karbon contacts from new Copper leads
Effortlessly manage your new leads by instantly adding them as contacts in Karbon when they are created in Copper. With this time-saving workflow, you can be sure that all important customer information is effectively transferred between the two platforms, streamlining your sales process and improving productivity. No more manual data entry, simply focus on nurturing those valuable leads!
Effortlessly manage your new leads by instantly adding them as contacts in Karbon when they are created in Copper. With this time-saving workflow, you can be sure that all important customer information is effectively transferred between the two platforms, streamlining your sales process and improving productivity. No more manual data entry, simply focus on nurturing those valuable leads!
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Person Contact
Triggers when a new person contact is created.
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