Copper + Perspective
Manage new Perspective leads by creating or updating persons in Copper
When a new lead appears in your Perspective funnel, set up an automation to create or update that person in your Copper list immediately. This workflow between Perspective and Copper provides an effective solution to streamline your sales process and ensure every lead is captured and managed effectively. It eliminates the need for manual data entry and helps your sales team focus on nurturing these leads instead of worrying about data management. Save time, reduce errors, and manage your leads smarter with this workflow.
When a new lead appears in your Perspective funnel, set up an automation to create or update that person in your Copper list immediately. This workflow between Perspective and Copper provides an effective solution to streamline your sales process and ensure every lead is captured and managed effectively. It eliminates the need for manual data entry and helps your sales team focus on nurturing these leads instead of worrying about data management. Save time, reduce errors, and manage your leads smarter with this workflow.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create/Update Person
Creates or Updates a Person depending on the match criteria.
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