Create or update PEP Cloud clients from new Copper companies
Effortlessly manage your client database by connecting Copper and PEP Cloud with this streamlined workflow. When a new company is added in Copper, it will either create a new client or update an existing one in PEP Cloud, ensuring your information stays accurate and up-to-date. Save time and enhance productivity, letting this automation handle the client updates for you.
Effortlessly manage your client database by connecting Copper and PEP Cloud with this streamlined workflow. When a new company is added in Copper, it will either create a new client or update an existing one in PEP Cloud, ensuring your information stays accurate and up-to-date. Save time and enhance productivity, letting this automation handle the client updates for you.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
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