Create new Perfex CRM leads from Copper's new lead entries
Effortlessly manage and organize your leads across multiple platforms with this convenient workflow. When a new lead is added in Copper, it will seamlessly create a lead in Perfex CRM, ensuring your sales team stays up-to-date and no opportunities are missed. Simplify your lead management process and boost your sales efforts with this streamlined automation.
Effortlessly manage and organize your leads across multiple platforms with this convenient workflow. When a new lead is added in Copper, it will seamlessly create a lead in Perfex CRM, ensuring your sales team stays up-to-date and no opportunities are missed. Simplify your lead management process and boost your sales efforts with this streamlined automation.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Lead
Creates new Lead
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