Create Proposify clients from new Copper opportunities
Streamline your sales process with this efficient workflow. Whenever a new opportunity arises in Copper, this automation creates a new client in Proposify. This means you can focus more on crafting perfect proposals and closing deals while the manual data entry is taken care of for you. Enhance your business productivity with this seamless connection between Copper and Proposify.
Streamline your sales process with this efficient workflow. Whenever a new opportunity arises in Copper, this automation creates a new client in Proposify. This means you can focus more on crafting perfect proposals and closing deals while the manual data entry is taken care of for you. Enhance your business productivity with this seamless connection between Copper and Proposify.
- When this happens...New Opportunity
Triggers when an Opportunity is created in Copper.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps