Create new Outplay prospects when Copper companies are added
Effortlessly manage your prospects by connecting Copper and Outplay with this seamless workflow. Once set up, whenever a new company is added in Copper, it will create and save a prospect in Outplay, ensuring all relevant information is consistently up-to-date across both platforms. This automation not only simplifies the process but also reduces manual data entry, allowing you to focus on winning deals.
Effortlessly manage your prospects by connecting Copper and Outplay with this seamless workflow. Once set up, whenever a new company is added in Copper, it will create and save a prospect in Outplay, ensuring all relevant information is consistently up-to-date across both platforms. This automation not only simplifies the process but also reduces manual data entry, allowing you to focus on winning deals.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Save Prospect
Create or Update Prospect and Adds to Sequence based on the provided Sequence Identifier
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