Create Swell contacts from new Copper persons
Easily manage your contacts across platforms by connecting Copper and Swell with this seamless workflow. When a new person is added to Copper, a contact will be created in Swell, ensuring all your valuable information is up-to-date and within reach. Focus on nurturing client relationships while this automation takes care of transferring data for you.
Easily manage your contacts across platforms by connecting Copper and Swell with this seamless workflow. When a new person is added to Copper, a contact will be created in Swell, ensuring all your valuable information is up-to-date and within reach. Focus on nurturing client relationships while this automation takes care of transferring data for you.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Contact
This action will create a contact in Swell.
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