ConnectWise Manage + Copper
Create ticket notes in ConnectWise Manage for new leads in Copper
Efficiently manage your sales process by creating ticket notes in ConnectWise Manage when a new lead is received in Copper. This workflow streamlines your sales communication by automatically logging essential information, ensuring team members have easy access to vital lead data, and allowing timely responses to potential customers. Spend less time manually creating notes and more time closing deals with this automated solution.
Efficiently manage your sales process by creating ticket notes in ConnectWise Manage when a new lead is received in Copper. This workflow streamlines your sales communication by automatically logging essential information, ensuring team members have easy access to vital lead data, and allowing timely responses to potential customers. Spend less time manually creating notes and more time closing deals with this automated solution.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Ticket Note
Create a service note or ticket note.
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