Create new Content Snare clients from new Copper people
Streamline your client onboarding process with this Copper and Content Snare workflow. When you add a new person in Copper, it instantly creates a client in Content Snare for efficient collaboration. Keep your data organized and easily accessible without manual effort, allowing you to focus on building strong relationships while the automation handles data management for you.
Streamline your client onboarding process with this Copper and Content Snare workflow. When you add a new person in Copper, it instantly creates a client in Content Snare for efficient collaboration. Keep your data organized and easily accessible without manual effort, allowing you to focus on building strong relationships while the automation handles data management for you.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Client
Creates a new client.
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