Create new AccuLynx leads from new Copper opportunities
When a new opportunity arises in Copper, this workflow instantly creates a fresh lead in your AccuLynx system. By transferring this essential data for you, it saves time and helps your team react promptly to potential business. It’s an effortless way to ensure every opportunity in Copper is captured and acted upon in AccuLynx.
When a new opportunity arises in Copper, this workflow instantly creates a fresh lead in your AccuLynx system. By transferring this essential data for you, it saves time and helps your team react promptly to potential business. It’s an effortless way to ensure every opportunity in Copper is captured and acted upon in AccuLynx.
- When this happens...New Opportunity
Triggers when an Opportunity is created in Copper.
- automatically do this!Create Lead
Creates a new lead.
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