Create new Copper companies and update corresponding Kustomer customers
Effortlessly keep your Kustomer customer records up-to-date with new company information from Copper. When a new company is added in Copper, this workflow updates the corresponding customer in Kustomer, ensuring your customer data stays accurate and organized. Save time and reduce manual work by seamlessly synchronizing your contact management tools.
Effortlessly keep your Kustomer customer records up-to-date with new company information from Copper. When a new company is added in Copper, this workflow updates the corresponding customer in Kustomer, ensuring your customer data stays accurate and organized. Save time and reduce manual work by seamlessly synchronizing your contact management tools.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Update Customer
Update an existing customer in Kustomer
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