Update clients / prospects in PitBullTax Software when companies are updated in Copper
Effortlessly keep your client and prospect information up-to-date across Copper and PitBullTax Software with this seamless automation. Every time a company is updated in Copper, the workflow will create or update a client or prospect in PitBullTax Software, saving you valuable time and ensuring data consistency. Stay organized and focused on your tax resolution business while this integration takes care of the details!
Effortlessly keep your client and prospect information up-to-date across Copper and PitBullTax Software with this seamless automation. Every time a company is updated in Copper, the workflow will create or update a client or prospect in PitBullTax Software, saving you valuable time and ensuring data consistency. Stay organized and focused on your tax resolution business while this integration takes care of the details!
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!New or Update Client / Prospect
Creating a new client or updating an existing one
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