Manage new Copper persons by creating or updating customers in Retently
Easily manage your customer data between Copper and Retently with this efficient workflow. When a new person is added in Copper, this workflow will ensure their details are also recorded or updated in Retently. Save valuable time and keep your customer information up-to-date across platforms with this streamlined process.
Easily manage your customer data between Copper and Retently with this efficient workflow. When a new person is added in Copper, this workflow will ensure their details are also recorded or updated in Retently. Save valuable time and keep your customer information up-to-date across platforms with this streamlined process.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create or Update Customer
Find a customer in Retently by email address.
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