Create jobs and customers in Roofr from updated persons in Copper
Easily streamline your sales process and improve efficiency by connecting Copper and Roofr with this workflow. Whenever a person is updated in Copper, a new job and customer will be created in Roofr, keeping both systems up to date and ensuring a seamless handoff between your CRM and project management platforms. Save time and keep your data consistent across platforms with this simple and effective automation.
Easily streamline your sales process and improve efficiency by connecting Copper and Roofr with this workflow. Whenever a person is updated in Copper, a new job and customer will be created in Roofr, keeping both systems up to date and ensuring a seamless handoff between your CRM and project management platforms. Save time and keep your data consistent across platforms with this simple and effective automation.
- When this happens...Updated Person
Triggers when a Person is changed.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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