Copper + OneNote
Create notes in OneNote for new Copper companies
Stay organized and keep track of new companies in your Copper CRM by automatically creating a note in OneNote. With this workflow, every time you add a new company in Copper, a note will be created in OneNote, ensuring all relevant information is easily accessible. Save time and stay up-to-date with your contacts by streamlining your note-taking process.
Stay organized and keep track of new companies in your Copper CRM by automatically creating a note in OneNote. With this workflow, every time you add a new company in Copper, a note will be created in OneNote, ensuring all relevant information is easily accessible. Save time and stay up-to-date with your contacts by streamlining your note-taking process.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Note
Create a new note in the "Quick Notes" section of your default notebook.
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