Cognito Forms + Copper
Create new opportunities in Copper when entries are updated in Cognito Forms
When an entry is updated in Cognito Forms, streamline your sales process by creating an opportunity in Copper instantly. This workflow helps you ensure no potential sales leads fall through the cracks, keeping your sales funnel updated and your team on top of their tasks. Save time and stay organized with seamless data transition between your form entries and sales opportunities.
When an entry is updated in Cognito Forms, streamline your sales process by creating an opportunity in Copper instantly. This workflow helps you ensure no potential sales leads fall through the cracks, keeping your sales funnel updated and your team on top of their tasks. Save time and stay organized with seamless data transition between your form entries and sales opportunities.
- When this happens...Update Entry
Triggers when someone updates an entry.
- automatically do this!Create Opportunity
Creates a new Opportunity.
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