Create new Senta clients from newly added Copper companies
Efficiently manage your clients by connecting Copper and Senta in a seamless workflow. When a new company is added in Copper, this automation will create a new client in Senta, saving you time and effort in manual data entry. Keep your CRM and practice management software updated and organized, so you can focus on growing your business and providing excellent service to your clients.
Efficiently manage your clients by connecting Copper and Senta in a seamless workflow. When a new company is added in Copper, this automation will create a new client in Senta, saving you time and effort in manual data entry. Keep your CRM and practice management software updated and organized, so you can focus on growing your business and providing excellent service to your clients.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create a New Client
Create a new client in Senta
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