Create new Solo customers from Copper leads effortlessly
Effortlessly manage your new leads from Copper by instantly creating customers in Solo with this efficient workflow. Whenever a new lead is added to Copper, they will be seamlessly added as a customer in Solo, keeping your records up-to-date and ensuring a smooth onboarding process. Streamline your lead management and focus on growing your business with this time-saving automation.
Effortlessly manage your new leads from Copper by instantly creating customers in Solo with this efficient workflow. Whenever a new lead is added to Copper, they will be seamlessly added as a customer in Solo, keeping your records up-to-date and ensuring a smooth onboarding process. Streamline your lead management and focus on growing your business with this time-saving automation.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Customer
Creates a Customer
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