Create Wave customers from new Copper persons
Effortlessly keep your Copper contacts and Wave customers in sync with this seamless workflow. When you add a new person to Copper, it will instantly create a customer in Wave, ensuring accurate and up-to-date records across both platforms. Save time and simplify your contact management by letting this automation handle the data entry for you.
Effortlessly keep your Copper contacts and Wave customers in sync with this seamless workflow. When you add a new person to Copper, it will instantly create a customer in Wave, ensuring accurate and up-to-date records across both platforms. Save time and simplify your contact management by letting this automation handle the data entry for you.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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