Create new Compass leads from newly added Copper persons
Effortlessly connect Copper and Compass with this seamless workflow. When a new person is added to Copper, it will instantly create a new lead in Compass, ensuring that contacts are consistently managed across both platforms. Save time and stay organized by streamlining your contact management process.
Effortlessly connect Copper and Compass with this seamless workflow. When a new person is added to Copper, it will instantly create a new lead in Compass, ensuring that contacts are consistently managed across both platforms. Save time and stay organized by streamlining your contact management process.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create a New Lead
Create a new lead in your Compass CRM.
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