Create new ServiceM8 clients from Copper leads
Easily streamline your sales and client onboarding process with this workflow. When a new lead is added in Copper, this automation will create a client in ServiceM8, ensuring smooth transition and effective organization. Save time and focus on nurturing customer relationships while staying organized with your lead-to-client conversion process.
Easily streamline your sales and client onboarding process with this workflow. When a new lead is added in Copper, this automation will create a client in ServiceM8, ensuring smooth transition and effective organization. Save time and focus on nurturing customer relationships while staying organized with your lead-to-client conversion process.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Client
Creates a new client.
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