Create new persons in Dovetail for every new person added in Copper
Effortlessly keep your contact data up to date with this Copper to Dovetail automation. Whenever a new person is added in Copper, this workflow will immediately create a new person in Dovetail. Say goodbye to manual data entry and ensure your contacts are always accurate and organized across both platforms, streamlining your CRM and research processes.
Effortlessly keep your contact data up to date with this Copper to Dovetail automation. Whenever a new person is added in Copper, this workflow will immediately create a new person in Dovetail. Say goodbye to manual data entry and ensure your contacts are always accurate and organized across both platforms, streamlining your CRM and research processes.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Person
Creates a new person in Dovetail.
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