Create notes in AgencyZoom for updated companies in Copper
Stay updated on your client interactions by seamlessly connecting Copper and AgencyZoom with this workflow. Whenever a company is updated in Copper, a note will be created in AgencyZoom to ensure you have all the relevant information at your fingertips. Save time and streamline your client management process with this efficient automation.
Stay updated on your client interactions by seamlessly connecting Copper and AgencyZoom with this workflow. Whenever a company is updated in Copper, a note will be created in AgencyZoom to ensure you have all the relevant information at your fingertips. Save time and streamline your client management process with this efficient automation.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Create a Note
Create a note for a lead or a customer.
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