Create active clients in Radius Agent from new leads in Copper
Save time and streamline your lead management process with this Copper to Radius Agent workflow. Whenever a new lead is added in Copper, they will automatically be converted into an active client in Radius Agent. Focus on nurturing your leads while this automation takes care of the client creation for you.
Save time and streamline your lead management process with this Copper to Radius Agent workflow. Whenever a new lead is added in Copper, they will automatically be converted into an active client in Radius Agent. Focus on nurturing your leads while this automation takes care of the client creation for you.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Active Client
Creates a new active Client
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