Copper + Wheelbase
Add new Copper persons as Wheelbase customers effortlessly
Effortlessly keep your Copper and Wheelbase contact lists up-to-date with this seamless automation. When a new person is added to your Copper app, the workflow will create a new customer in your Wheelbase app. This not only saves you time and manual effort but also ensures that your customer records are always accurate and organized.
Effortlessly keep your Copper and Wheelbase contact lists up-to-date with this seamless automation. When a new person is added to your Copper app, the workflow will create a new customer in your Wheelbase app. This not only saves you time and manual effort but also ensures that your customer records are always accurate and organized.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Customer
Create a new customer.
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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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