Create tasks in Bonjoro for new companies added in Copper
Save time and stay organized by automating your client onboarding process. With this Copper and Bonjoro integration, whenever you add a new company in Copper, a task is created in Bonjoro to send them a personalized welcome video. Improve your customer engagement and never miss an opportunity to connect with your new clients.
Save time and stay organized by automating your client onboarding process. With this Copper and Bonjoro integration, whenever you add a new company in Copper, a task is created in Bonjoro to send them a personalized welcome video. Improve your customer engagement and never miss an opportunity to connect with your new clients.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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