Create and send bios in pulseM when new people are added in Copper
Easily streamline your customer onboarding process by connecting Copper and pulseM. With this workflow, every time a new person is added to Copper, their bio will be automatically sent via pulseM. This helps you save time and ensures that your team has the necessary information about new clients at their fingertips for a smooth and personalized experience.
Easily streamline your customer onboarding process by connecting Copper and pulseM. With this workflow, every time a new person is added to Copper, their bio will be automatically sent via pulseM. This helps you save time and ensures that your team has the necessary information about new clients at their fingertips for a smooth and personalized experience.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Send Bio
Send a pulseM Bio to your customer.
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