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Copper + SalesClue

Create SalesClue clients from new Copper companies

Easily streamline your client onboarding process with this Copper to SalesClue workflow. When a new company is added in Copper, this automation will create a client in SalesClue, saving you time and effort. Maintain an organized client database while ensuring a smooth transition for new business relationships.

Easily streamline your client onboarding process with this Copper to SalesClue workflow. When a new company is added in Copper, this automation will create a client in SalesClue, saving you time and effort. Maintain an organized client database while ensuring a smooth transition for new business relationships.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    TriggerInstant
  2. automatically do this!
    SalesClueSalesClue
    Create Client

    Creates a Client

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
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copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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salesclue logo

About SalesClue

SalesClue - sales document & customer analytics tool

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