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Create Copper leads from new Wufoo form entries
Create Copper leads from new Wufoo form entries
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Convert Lead
Converts a selected lead to a person in the system (optionally assigns company and opportunity).
Action
Create Activity
Creates a new activity.
Action
Create Company
Creates a new company.
Action
Create Connection
Use connect fields to create custom relationships between records. Common examples include keeping track of the relationship between parent/child companies, people to people referrals, assignments, managers, investors and more.
Action
Create Lead
Creates a new lead.
Action
Create Opportunity
Creates a new opportunity.
Action
Create Person
Creates a new person.
Action
Create Project
Creates a new project.
Action
Create Task
Creates a new task.
Action
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