Create Privyr clients from new Copper companies effortlessly
Effortlessly keep client information updated between Copper and Privyr using this workflow. Upon adding a new company in Copper, a corresponding client will be created in Privyr, streamlining your sales and marketing processes. This seamless integration saves time and ensures consistency across both platforms.
Effortlessly keep client information updated between Copper and Privyr using this workflow. Upon adding a new company in Copper, a corresponding client will be created in Privyr, streamlining your sales and marketing processes. This seamless integration saves time and ensures consistency across both platforms.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!
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