Create or update IRIS KashFlow customers from new Copper leads
Effortlessly manage new leads and maintain accurate customer records by connecting your Copper and IRIS KashFlow apps. With this workflow, whenever a new lead is added to Copper, the customer information is instantly updated or created in IRIS KashFlow. This automation streamlines your record-keeping process, ensuring accurate customer data across both platforms and saving you time.
Effortlessly manage new leads and maintain accurate customer records by connecting your Copper and IRIS KashFlow apps. With this workflow, whenever a new lead is added to Copper, the customer information is instantly updated or created in IRIS KashFlow. This automation streamlines your record-keeping process, ensuring accurate customer data across both platforms and saving you time.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create/Update Customer
Create/Update Customer for Kashflow
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