Create Project Broadcast contacts for new Copper companies
Effortlessly manage your contacts in Project Broadcast when you have a new company added in Copper. With this workflow, every time a new company is created in Copper, a contact will be generated in Project Broadcast, saving you time and keeping your contact list up-to-date. Streamline your contact management process with this simple yet effective automation.
Effortlessly manage your contacts in Project Broadcast when you have a new company added in Copper. With this workflow, every time a new company is created in Copper, a contact will be generated in Project Broadcast, saving you time and keeping your contact list up-to-date. Streamline your contact management process with this simple yet effective automation.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Contact
Creates a new Project Broadcast contact. If the contact possibly exists, you will need to use the Find Contact action which will search for the contact and create one if it is not found.
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