Create memberships in Socie from new leads in Copper
Easily grow and manage your community with this Copper to Socie workflow. When a new lead is added in Copper, this automation seamlessly creates a membership for them in Socie, streamlining your process and ensuring a consistent experience for your new members. Save time and focus on nurturing relationships instead of manual data entry.
Easily grow and manage your community with this Copper to Socie workflow. When a new lead is added in Copper, this automation seamlessly creates a membership for them in Socie, streamlining your process and ensuring a consistent experience for your new members. Save time and focus on nurturing relationships instead of manual data entry.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create a Membership
Creates a new membership.
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