Create communications in Cloze for updated persons in Copper
Easily keep track of your Copper contacts' communication history with this seamless workflow. When a person is updated in Copper, a new communication will be created in Cloze, ensuring all relevant interactions are documented and easily accessible. Enhance your relationship management by maintaining accurate and up-to-date records across both platforms.
Easily keep track of your Copper contacts' communication history with this seamless workflow. When a person is updated in Copper, a new communication will be created in Cloze, ensuring all relevant interactions are documented and easily accessible. Enhance your relationship management by maintaining accurate and up-to-date records across both platforms.
- When this happens...Updated Person
Triggers when a Person is changed.
- automatically do this!Create Communication
Create a new communication record (email or call).
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