Copper + Spotler CRM
Create new accounts in Spotler CRM when new companies are added to Copper
Effortlessly stay organized and keep your CRM updated with this Copper to Spotler CRM automation. Whenever you add a new company in Copper, this workflow will create an account in Spotler CRM, saving you time and ensuring consistency across platforms. Maintain a streamlined and accurate customer database without the manual work.
Effortlessly stay organized and keep your CRM updated with this Copper to Spotler CRM automation. Whenever you add a new company in Copper, this workflow will create an account in Spotler CRM, saving you time and ensuring consistency across platforms. Maintain a streamlined and accurate customer database without the manual work.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Account
Finds an account within your CRM.
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About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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CRM (Customer Relationship Management)About Spotler CRM
Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.
