Transform new Copper leads into SharpSpring opportunities
Seamlessly manage your lead nurturing process with this Copper and SharpSpring automation. When a new lead is added in Copper, this workflow will create or update an opportunity in SharpSpring, ensuring that your sales pipeline stays up-to-date and organized. Save time and improve consistency between your CRM and marketing platform for a more streamlined sales process.
Seamlessly manage your lead nurturing process with this Copper and SharpSpring automation. When a new lead is added in Copper, this workflow will create or update an opportunity in SharpSpring, ensuring that your sales pipeline stays up-to-date and organized. Save time and improve consistency between your CRM and marketing platform for a more streamlined sales process.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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