Add new Copper people and create corresponding ConvergeHub module entries
Effortlessly keep your contacts organized between Copper and ConvergeHub with this seamless workflow. When a new person is added in Copper, this automation creates a module entry in ConvergeHub, ensuring your contact information is always up to date and easily accessible. Streamline your contact management process and save time with this efficient solution.
Effortlessly keep your contacts organized between Copper and ConvergeHub with this seamless workflow. When a new person is added in Copper, this automation creates a module entry in ConvergeHub, ensuring your contact information is always up to date and easily accessible. Streamline your contact management process and save time with this efficient solution.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Module Entry
Create a new entry in the module
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