Create Setmore Appointments contacts for new Copper companies
Easily streamline your client management process with this Copper and Setmore Appointments workflow. Whenever a new company is added in Copper, a contact will be created in Setmore Appointments, ensuring your appointments and client information stay up-to-date. Save time and simplify your scheduling by letting this automation handle the contact creation for you.
Easily streamline your client management process with this Copper and Setmore Appointments workflow. Whenever a new company is added in Copper, a contact will be created in Setmore Appointments, ensuring your appointments and client information stay up-to-date. Save time and simplify your scheduling by letting this automation handle the contact creation for you.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Contact
Create a new contact.
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