Create TaxDome contacts for new Copper leads
Easily manage your new leads from Copper by creating corresponding contacts in TaxDome with this seamless workflow. Whenever a new lead is added in Copper, a contact will be created in TaxDome, streamlining your client management process and improving efficiency. Stay organized and ensure all your important client information is available at your fingertips with this time-saving automation.
Easily manage your new leads from Copper by creating corresponding contacts in TaxDome with this seamless workflow. Whenever a new lead is added in Copper, a contact will be created in TaxDome, streamlining your client management process and improving efficiency. Stay organized and ensure all your important client information is available at your fingertips with this time-saving automation.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Contact
Creates a Contact
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