Copper integration with SALESENGINE.SE
How to Add SalesEngine consumer records from updated leads in Copper
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Add SalesEngine consumer records from updated leads in Copper" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate SALESENGINE.SE integrations
SALESENGINE.SE actions
Nekton can use any feature that is available in SALESENGINE.SE API.
Using our advanced AI, you can easily create custom automations for SALESENGINE.SE.
Here are some typical actions you can do in your automated workflows.
Create SE Consumer Record
This function creates a Consumer Record in SE.
About SALESENGINE.SE
Integration with the Mortgage CRM SalesEngine.SE