Create new QuickBooks Commerce companies from Copper leads
Efficiently manage your new leads and company information with this automation. When a new lead is added in Copper, the workflow will create a company in QuickBooks Commerce, ensuring a streamlined process for storing and organizing essential business information. Stay on top of your client relationships while saving time and increasing accuracy in your records.
Efficiently manage your new leads and company information with this automation. When a new lead is added in Copper, the workflow will create a company in QuickBooks Commerce, ensuring a streamlined process for storing and organizing essential business information. Stay on top of your client relationships while saving time and increasing accuracy in your records.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Company
Triggers when a new company is created.
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