Stage change: deals in copper — Subscribers in Sendy
The scenario catches stage changes of deals in copper and creates subscribers in Sendy, checks a condition along the way. Runs on its own, no manual copying.
The moment a deal in copper reaches the right stage, the client appears in Sendy.
The next step for the client isn't forgotten — it kicks off on its own.
You don't add people by hand when a deal moves stage.