Copilot CRM + SendJim
Create contacts in SendJim from new customers in Copilot CRM
Effortlessly manage your new customers with this simple and efficient workflow. Once a new customer is added in the Copilot CRM app, their details will instantly be used to create a new contact in the SendJim app. This automation provides a seamless flow of data that supports timely communication and fosters better customer relationships. Save time, eliminate manual data entry and ensure accurate customer information with this practical solution.
Effortlessly manage your new customers with this simple and efficient workflow. Once a new customer is added in the Copilot CRM app, their details will instantly be used to create a new contact in the SendJim app. This automation provides a seamless flow of data that supports timely communication and fosters better customer relationships. Save time, eliminate manual data entry and ensure accurate customer information with this practical solution.
- When this happens...New Customer
Triggers when a new customer is added.
- automatically do this!Create Contact
Create a contact
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