Create new Wheelbase customers from new Copper companies
Effortlessly streamline your customer management process with this Copper and Wheelbase automation. Whenever a new company is added in Copper, this workflow will create a new customer in Wheelbase, saving you time and ensuring your customer data remains updated across both platforms. Enhance your efficiency and keep your data consistent with this easy-to-use integration.
Effortlessly streamline your customer management process with this Copper and Wheelbase automation. Whenever a new company is added in Copper, this workflow will create a new customer in Wheelbase, saving you time and ensuring your customer data remains updated across both platforms. Enhance your efficiency and keep your data consistent with this easy-to-use integration.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Customer
Create a new customer.
- Free forever for core features
- 14 day trial for premium features & apps