Create clients in Proposify from new companies in Copper
Streamline your client management process by connecting Copper and Proposify through this efficient workflow. When a new company is added in Copper, a client will be created in Proposify, ensuring your client information remains organized and up-to-date. Save time and maintain a smooth sales process by automating the transition between your CRM and proposal software.
Streamline your client management process by connecting Copper and Proposify through this efficient workflow. When a new company is added in Copper, a client will be created in Proposify, ensuring your client information remains organized and up-to-date. Save time and maintain a smooth sales process by automating the transition between your CRM and proposal software.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Client
Creates a new client.
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