Add new Copper persons as records in Shape
Easily streamline your contact management process with this Copper to Shape workflow. Whenever you add a new person in Copper, a new record will be created in Shape, ensuring seamless and efficient data transfer between the two apps. Stay organized and save time with this simple yet powerful automation.
Easily streamline your contact management process with this Copper to Shape workflow. Whenever you add a new person in Copper, a new record will be created in Shape, ensuring seamless and efficient data transfer between the two apps. Stay organized and save time with this simple yet powerful automation.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Record
Create a new record within the CRM
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