Create new Wicked Reports contacts from newly added Copper companies
Efficiently manage your customer data by connecting Copper and Wicked Reports in this easy-to-implement workflow. When a new company is added in Copper, this automation will instantly create a contact in Wicked Reports, keeping your information organized and up-to-date. Streamline your CRM process and save time with this seamless integration.
Efficiently manage your customer data by connecting Copper and Wicked Reports in this easy-to-implement workflow. When a new company is added in Copper, this automation will instantly create a contact in Wicked Reports, keeping your information organized and up-to-date. Streamline your CRM process and save time with this seamless integration.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Contact
Create a new contact.
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