Create or update EasyMe clients from new Copper companies
Effortlessly manage your client database with this Copper and EasyMe integration. When a new company is added to Copper, this workflow will automatically create or update a client in EasyMe. Stay organized and keep your client information up-to-date without needing to manually transfer data between platforms.
Effortlessly manage your client database with this Copper and EasyMe integration. When a new company is added to Copper, this workflow will automatically create or update a client in EasyMe. Stay organized and keep your client information up-to-date without needing to manually transfer data between platforms.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create or Update Client
Creates or updates a client.
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