Create new SharpSpring accounts when Copper leads arrive
Effortlessly streamline your sales process with this automation that connects Copper and SharpSpring. Whenever a new lead is added in Copper, an account will be created in SharpSpring, ensuring a seamless flow of information between your CRM and marketing automation platforms. Save time and stay organized by setting up this powerful workflow to handle your lead management.
Effortlessly streamline your sales process with this automation that connects Copper and SharpSpring. Whenever a new lead is added in Copper, an account will be created in SharpSpring, ensuring a seamless flow of information between your CRM and marketing automation platforms. Save time and stay organized by setting up this powerful workflow to handle your lead management.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Account
Create an Account in SharpSpring.
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