Create new Superdocu contacts from new Copper leads
Effortlessly keep your sales and documentation processes connected with this powerful workflow. Whenever a new lead is added in Copper, the workflow will automatically create a contact in Superdocu. Stay organized and maintain seamless communication between your CRM and document management system, without any manual entry required.
Effortlessly keep your sales and documentation processes connected with this powerful workflow. Whenever a new lead is added in Copper, the workflow will automatically create a contact in Superdocu. Stay organized and maintain seamless communication between your CRM and document management system, without any manual entry required.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Contact
Creates a new contact in Superdocu.
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