Create Swell invites for new companies in Copper
Save time and effort with this seamless workflow that connects Copper and Swell. When a new company is added in Copper, an invitation will be instantly sent in Swell, ensuring a smooth onboarding process. Keep your contacts up-to-date and enhance collaboration without any manual intervention.
Save time and effort with this seamless workflow that connects Copper and Swell. When a new company is added in Copper, an invitation will be instantly sent in Swell, ensuring a smooth onboarding process. Keep your contacts up-to-date and enhance collaboration without any manual intervention.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Send Invite
This will create a contact and then send them a review invite.
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