Create or update eEndorsements contacts when new Copper companies are added
Maintain seamless contact management between your Copper CRM and eEndorsements with this efficient workflow. When you add a new company in Copper, the automation creates or updates the respective contact in eEndorsements, ensuring your contact lists remain organized and up-to-date across both platforms.
Maintain seamless contact management between your Copper CRM and eEndorsements with this efficient workflow. When you add a new company in Copper, the automation creates or updates the respective contact in eEndorsements, ensuring your contact lists remain organized and up-to-date across both platforms.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create or Update Contact
Creates a new contact.
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