Copper + Pixie
Create new Pixie jobs for incoming Copper leads
Effortlessly manage your new leads from Copper by starting a job in Pixie with this seamless workflow. Once set up, each time a new lead is added in Copper, a job will be initiated in Pixie, helping you stay organized and efficient. Streamline your sales process and ensure timely follow-ups with this time-saving automation.
Effortlessly manage your new leads from Copper by starting a job in Pixie with this seamless workflow. Once set up, each time a new lead is added in Copper, a job will be initiated in Pixie, helping you stay organized and efficient. Streamline your sales process and ensure timely follow-ups with this time-saving automation.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Start Job
Starts a new job.
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About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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About Pixie
Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.
