Create and send cards or mailers in ZenDirect for new companies in Copper
Effortlessly welcome new companies on Copper by sending them a card or mailer via ZenDirect. With this workflow, every time a new company is added to Copper, a personalized card or mailer will be sent through ZenDirect, saving you time and streamlining your onboarding process. Build strong relationships with new clients by ensuring a personalized touch with this seamless automation.
Effortlessly welcome new companies on Copper by sending them a card or mailer via ZenDirect. With this workflow, every time a new company is added to Copper, a personalized card or mailer will be sent through ZenDirect, saving you time and streamlining your onboarding process. Build strong relationships with new clients by ensuring a personalized touch with this seamless automation.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Send Card or Mailer
Sends personalized greeting cards, postcards or other mailers with optional gifts.
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