Update ConnectWise Manage contacts when companies are updated in Copper
Keep your Copper and ConnectWise Manage records up-to-date with this seamless workflow. When a company is updated in Copper, this automation swiftly creates a contact in ConnectWise Manage, ensuring consistent information across both platforms. Simplify your work processes and maintain accurate data effortlessly with this efficient integration.
Keep your Copper and ConnectWise Manage records up-to-date with this seamless workflow. When a company is updated in Copper, this automation swiftly creates a contact in ConnectWise Manage, ensuring consistent information across both platforms. Simplify your work processes and maintain accurate data effortlessly with this efficient integration.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Create Contact
Creates a new contact.
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