Create Contractor Foreman customers from updated Copper companies
Easily keep your customer information up-to-date with this seamless workflow between Copper and Contractor Foreman. When a company is updated in Copper, a new customer will be created in Contractor Foreman, streamlining your data management and ensuring both apps have accurate company information. Spend less time on manual data entry and stay organized across your business tools with this efficient automation.
Easily keep your customer information up-to-date with this seamless workflow between Copper and Contractor Foreman. When a company is updated in Copper, a new customer will be created in Contractor Foreman, streamlining your data management and ensuring both apps have accurate company information. Spend less time on manual data entry and stay organized across your business tools with this efficient automation.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Create Customer
Creates a new customer in Contractor Foreman.
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