Create Siigo customers from new Copper leads
Easily manage your new leads and streamline your customer onboarding process with this automation. When a new lead is added in Copper, this workflow creates a customer in Siigo, ensuring all relevant information is stored in both systems. Save time, avoid manual data entry, and always keep your records up-to-date with this seamless connection between Copper and Siigo.
Easily manage your new leads and streamline your customer onboarding process with this automation. When a new lead is added in Copper, this workflow creates a customer in Siigo, ensuring all relevant information is stored in both systems. Save time, avoid manual data entry, and always keep your records up-to-date with this seamless connection between Copper and Siigo.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Customer
Creates a new customer.
- Free forever for core features
- 14 day trial for premium features & apps