Create new Pennylane estimates for new Copper people
Effortlessly manage your sales process by connecting Copper and Pennylane with this seamless workflow. When a new person is added to Copper, an estimate will be created in Pennylane, ensuring that your financial tracking stays up-to-date. Keep your sales and accounting teams in sync, and streamline your operations with this time-saving automation.
Effortlessly manage your sales process by connecting Copper and Pennylane with this seamless workflow. When a new person is added to Copper, an estimate will be created in Pennylane, ensuring that your financial tracking stays up-to-date. Keep your sales and accounting teams in sync, and streamline your operations with this time-saving automation.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Estimate
Creates a new estimate.
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