Qualify users with email in Referral Factory when new companies are created in Copper
Easily streamline your sales process with this Copper and Referral Factory workflow. When a new company is added to Copper, this automation qualifies the user with email in Referral Factory, saving you time and streamlining communication. Improve your lead management and never miss out on an opportunity to engage potential clients.
Easily streamline your sales process with this Copper and Referral Factory workflow. When a new company is added to Copper, this automation qualifies the user with email in Referral Factory, saving you time and streamlining communication. Improve your lead management and never miss out on an opportunity to engage potential clients.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Qualify User With Email
Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.
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