Create new persons in Copper for every new customer in Square
Boost your customer management efficiency with this workflow integrating Square and Copper. When a new customer is added in Square, this automation will seamlessly create a corresponding entry in Copper. You save valuable time by eliminating the need to manually transfer customer data between platforms, which allows you to focus on nurturing your new client relationships rather than wrestling with data entry tasks.
Boost your customer management efficiency with this workflow integrating Square and Copper. When a new customer is added in Square, this automation will seamlessly create a corresponding entry in Copper. You save valuable time by eliminating the need to manually transfer customer data between platforms, which allows you to focus on nurturing your new client relationships rather than wrestling with data entry tasks.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Person
Creates a new Person.
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