Create new Copper opportunities from new Paperless Forms entries
Effortlessly manage your sales pipeline with this Paperless Forms to Copper workflow. Whenever a new entry is submitted in Paperless Forms, this automation will create or update an opportunity in Copper, ensuring your team stays on top of potential deals. Save time processing form entries and keep your sales process running smoothly with this seamless integration.
Effortlessly manage your sales pipeline with this Paperless Forms to Copper workflow. Whenever a new entry is submitted in Paperless Forms, this automation will create or update an opportunity in Copper, ensuring your team stays on top of potential deals. Save time processing form entries and keep your sales process running smoothly with this seamless integration.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
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