Copper + JobTread
Create JobTread customers from new Copper companies
Easily streamline your workflow between Copper and JobTread by setting up this automation. With each new company added in Copper, a new customer will be created in JobTread. Stay organized and save time on data entry, allowing you to focus on growing your business and nurturing relationships with customers.
Easily streamline your workflow between Copper and JobTread by setting up this automation. With each new company added in Copper, a new customer will be created in JobTread. Stay organized and save time on data entry, allowing you to focus on growing your business and nurturing relationships with customers.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
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