Create or update Sales Cookie transactions from new Copper people
Effortlessly streamline your sales process with this automation between Copper and Sales Cookie. Whenever a new person is added in Copper, this workflow will create or update a transaction in Sales Cookie. This easy-to-implement solution helps save time, minimize manual data entry, and ensures that your transaction records are always up-to-date.
Effortlessly streamline your sales process with this automation between Copper and Sales Cookie. Whenever a new person is added in Copper, this workflow will create or update a transaction in Sales Cookie. This easy-to-implement solution helps save time, minimize manual data entry, and ensures that your transaction records are always up-to-date.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create/Update Transaction
Creates or updates a sales transaction.
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