Create Swell invites for new Copper leads
Effortlessly engage new leads from Copper by sending an invite through Swell with this streamlined workflow. Whenever you add a new lead in Copper, an invite will be sent via Swell, ensuring a timely connection with potential customers and minimal manual effort on your end. Enhance your sales process with this seamless automation.
Effortlessly engage new leads from Copper by sending an invite through Swell with this streamlined workflow. Whenever you add a new lead in Copper, an invite will be sent via Swell, ensuring a timely connection with potential customers and minimal manual effort on your end. Enhance your sales process with this seamless automation.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Send Invite
This will create a contact and then send them a review invite.
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