ConnectWise Manage + Copper
Create contacts in ConnectWise Manage for new companies in Copper
Effortlessly keep your Copper and ConnectWise Manage contacts up to date with this seamless workflow. When a new company is added to Copper, a contact will be created in ConnectWise Manage, ensuring that your contact information is always synchronized between the two platforms. Save time and improve accuracy by eliminating the need for manual data entry, so you can focus on more important tasks.
Effortlessly keep your Copper and ConnectWise Manage contacts up to date with this seamless workflow. When a new company is added to Copper, a contact will be created in ConnectWise Manage, ensuring that your contact information is always synchronized between the two platforms. Save time and improve accuracy by eliminating the need for manual data entry, so you can focus on more important tasks.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
