Create/update Sales Cookie transactions for new Copper companies
Effortlessly manage your sales transactions with this Copper and Sales Cookie integration. When a new company is added in Copper, it will trigger the creation or update of a transaction in Sales Cookie. Keep your sales data organized and up-to-date with this seamless workflow, requiring minimal manual effort.
Effortlessly manage your sales transactions with this Copper and Sales Cookie integration. When a new company is added in Copper, it will trigger the creation or update of a transaction in Sales Cookie. Keep your sales data organized and up-to-date with this seamless workflow, requiring minimal manual effort.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create/Update Transaction
Creates or updates a sales transaction.
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