Create app records in FreeAgent CRM for new persons in Copper
Create new records in FreeAgent CRM whenever there's a new person added to Copper with this time-saving workflow. This process ensures an immediate update in FreeAgent CRM, offering a seamless flow of data and removing the need for manual entry. Simplify your client management process and ensure your customer database is always up-to-date.
Create new records in FreeAgent CRM whenever there's a new person added to Copper with this time-saving workflow. This process ensures an immediate update in FreeAgent CRM, offering a seamless flow of data and removing the need for manual entry. Simplify your client management process and ensure your customer database is always up-to-date.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create App Record
Creates a new App Record
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