Create notes in OneNote for new leads in Copper
Effortlessly keep track of important information from new leads in Copper with this handy automation. When a new lead is added in Copper, a note will be created in a designated section within OneNote, ensuring everything stays organized. Enhance your lead management process and never miss a crucial detail again with this streamlined workflow.
Effortlessly keep track of important information from new leads in Copper with this handy automation. When a new lead is added in Copper, a note will be created in a designated section within OneNote, ensuring everything stays organized. Enhance your lead management process and never miss a crucial detail again with this streamlined workflow.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Note in Section
Triggers when a new note is created in a notebook/section.
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