Create Shortcut stories from new Copper leads for seamless lead management
Effortlessly manage your sales process and boost productivity with this Copper-Shortcut workflow. When a new lead is added to Copper, a corresponding story will be created in Shortcut, keeping your sales and development teams aligned and informed on new opportunities. Streamline your lead tracking and collaboration process with this powerful automation.
Effortlessly manage your sales process and boost productivity with this Copper-Shortcut workflow. When a new lead is added to Copper, a corresponding story will be created in Shortcut, keeping your sales and development teams aligned and informed on new opportunities. Streamline your lead tracking and collaboration process with this powerful automation.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Story
Creates a new story.
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