Create projects in Roll for newly added companies in Copper
Efficiently manage your growing client base with this Copper and Roll automation. Whenever a new company is added in Copper, a project will be created in Roll, streamlining your company-to-project transition and saving you time on manual data entry. Keep your projects organized and up-to-date while focusing on delivering the best results for your clients.
Efficiently manage your growing client base with this Copper and Roll automation. Whenever a new company is added in Copper, a project will be created in Roll, streamlining your company-to-project transition and saving you time on manual data entry. Keep your projects organized and up-to-date while focusing on delivering the best results for your clients.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Project
Triggers when a new project is created.
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