Update Retently customers whenever persons get updated in Copper
Ensure your customer information is always up to date with this workflow. It springs into action when there's an updated person in your Copper app, and instantly reflects those changes in your Retently app by creating or updating a customer. This means you can spend less time on manual data transfers and more time growing your business.
Ensure your customer information is always up to date with this workflow. It springs into action when there's an updated person in your Copper app, and instantly reflects those changes in your Retently app by creating or updating a customer. This means you can spend less time on manual data transfers and more time growing your business.
- When this happens...Updated Person
Triggers when a Person is changed.
- automatically do this!Create or Update Customer
Find a customer in Retently by email address.
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