Add new Copper people to IXACT Contact CRM as contacts
Easily streamline your client management process by connecting Copper and IXACT Contact CRM. With this workflow, every time a new person is added in Copper, a contact will be created in IXACT Contact CRM, saving you time and effort. Keep your contact list up-to-date and organized with this seamless automation.
Easily streamline your client management process by connecting Copper and IXACT Contact CRM. With this workflow, every time a new person is added in Copper, a contact will be created in IXACT Contact CRM, saving you time and effort. Keep your contact list up-to-date and organized with this seamless automation.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Contact
Creates a new Contact record
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