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.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Client
Creates a Client
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