Create Help Scout customers from new Copper people
Effortlessly keep your Copper contacts and Help Scout customers in sync with this straightforward workflow. When a new person is added to Copper, a customer will be created in Help Scout, ensuring a seamless transition between your CRM and customer support systems. Stay organized and provide efficient support, all while simplifying your processes.
Effortlessly keep your Copper contacts and Help Scout customers in sync with this straightforward workflow. When a new person is added to Copper, a customer will be created in Help Scout, ensuring a seamless transition between your CRM and customer support systems. Stay organized and provide efficient support, all while simplifying your processes.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Customer
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
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