Add new Copper people as RealScout clients
Effortlessly add new clients in RealScout when a New Person is added in Copper with this seamless workflow. This time-saving automation helps eliminate manual data entry and ensures your RealScout client list stays up to date. Focus on building stronger relationships with potential clients while staying organized and efficient.
Effortlessly add new clients in RealScout when a New Person is added in Copper with this seamless workflow. This time-saving automation helps eliminate manual data entry and ensures your RealScout client list stays up to date. Focus on building stronger relationships with potential clients while staying organized and efficient.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Client
Creates a homebuyer in RealScout for the authenticated Agent.
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