Create resources in Schedule It for new leads in Copper
Easily manage your new leads and schedule resources in one seamless workflow. With this automation, every time a new lead is added in Copper, a resource will be created in Schedule It, keeping your schedule up-to-date and organized. Save time and ensure that your team can efficiently handle all new opportunities.
Easily manage your new leads and schedule resources in one seamless workflow. With this automation, every time a new lead is added in Copper, a resource will be created in Schedule It, keeping your schedule up-to-date and organized. Save time and ensure that your team can efficiently handle all new opportunities.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Resource
Creates a new resource in a group you specify.
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