Create or update contact in Quo when new individual client is added in Canopy

Create or update contacts in Quo when a new individual client is added in Canopy, ensuring all relevant client information is captured and organized for better client management and engagement.

Zap details:

Overview

Create or update contacts in Quo when a new individual client is added in Canopy, ensuring all relevant client information is captured and organized for better client management and engagement.

Create or update contact in Quo when new individual client is added in Canopy