Create Proposify clients from new Copper persons
Effortlessly maintain up-to-date contact information between Copper and Proposify with this seamless workflow. When you add a new person in Copper, a new client is immediately created in Proposify, ensuring that your client information stays current across both apps. Streamline your client management process and stay organized with this automated solution.
Effortlessly maintain up-to-date contact information between Copper and Proposify with this seamless workflow. When you add a new person in Copper, a new client is immediately created in Proposify, ensuring that your client information stays current across both apps. Streamline your client management process and stay organized with this automated solution.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Client
Creates a new client.
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