Create new Senta clients from new Copper leads
Effortlessly manage your leads and clients in one place by connecting Copper and Senta. With this workflow, whenever a new lead is added in Copper, a new client will be created in Senta, ensuring a seamless transition between the two apps. Save time, stay organized, and never miss a beat by automating your lead and client management process.
Effortlessly manage your leads and clients in one place by connecting Copper and Senta. With this workflow, whenever a new lead is added in Copper, a new client will be created in Senta, ensuring a seamless transition between the two apps. Save time, stay organized, and never miss a beat by automating your lead and client management process.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create a New Client
Create a new client in Senta
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