Create new Perfex CRM leads from Copper companies efficiently
Efficiently manage your lead generation process by connecting Copper and Perfex CRM. With this workflow, every time a new company is added in Copper, a lead will be created in Perfex CRM, streamlining your sales process and ensuring every potential client is captured. Stay organized and boost your productivity by automating this crucial step in CRM management.
Efficiently manage your lead generation process by connecting Copper and Perfex CRM. With this workflow, every time a new company is added in Copper, a lead will be created in Perfex CRM, streamlining your sales process and ensuring every potential client is captured. Stay organized and boost your productivity by automating this crucial step in CRM management.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Lead
Creates new Lead
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