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Create individual client in Canopy when pipeline stage changes in LeadConnector

Create individual client in Canopy when pipeline stage changes in LeadConnector

Create individual client records in Canopy when a contact reaches the assessment stage in LeadConnector's sales pipeline. This ensures accurate tracking and faster onboarding for your clients.

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Overview

Create individual client records in Canopy when a contact reaches the assessment stage in LeadConnector's sales pipeline. This ensures accurate tracking and faster onboarding for your clients.

Create individual client in Canopy when pipeline stage changes in LeadConnector