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How to Set Up Workflow Automation in Copper CRM

In this video, we’ll walk you through the step-by-step process of automating your workflows to streamline tasks, reduce errors, and improve team collaboration. From automating email responses to creating task triggers, Copper CRM’s Workflow Automation tools allow you to set up custom rules that run in the background, so you can focus on more important tasks. You’ll learn how to configure automation for different stages of the sales pipeline, and how to make workflows work for your business needs. If you found this video useful, don’t forget to subscribe and hit the bell icon for more tips on maximizing Copper CRM’s full potential! Need professional help with Productivity Apps, Automation or Web design? Visit my Fiverr Page https://www.fiverr.com/users/malvern100 00:00 Introduction to Automation Workflows in copper CRM 00:14 Accessing Workflow Automation in Copper CRM 00:37 Adding Workflows in Copper CRM 01:23 Setting up the Trigger in Copper CRM 02:04 Setting up the Actions in A Workflow for Copper CRM 02:56 Adding Additional Actions in A workflow Copper CRM 08:30 Testing Workflows in Copper CRM

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