Create new Solargraf leads from added Copper companies
Easily streamline your sales process by connecting Copper and Solargraf with this efficient workflow. Whenever a new company is added in Copper, a lead will be created in Solargraf, ensuring that your sales pipeline stays organized and up-to-date. This seamless integration saves time and allows you to focus on growing your business.
Easily streamline your sales process by connecting Copper and Solargraf with this efficient workflow. Whenever a new company is added in Copper, a lead will be created in Solargraf, ensuring that your sales pipeline stays organized and up-to-date. This seamless integration saves time and allows you to focus on growing your business.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Lead
Creates a Lead in SolarGraf
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