Create notes in Dovetail for new people in Copper
Effortlessly manage your contacts and their information with this Copper and Dovetail integration. When a new person is added in Copper, a note will be created in Dovetail, ensuring you never miss important details about your clients. Enjoy a streamlined and organized way of maintaining customer relations with this seamless workflow.
Effortlessly manage your contacts and their information with this Copper and Dovetail integration. When a new person is added in Copper, a note will be created in Dovetail, ensuring you never miss important details about your clients. Enjoy a streamlined and organized way of maintaining customer relations with this seamless workflow.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!
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