Advantage Anywhere + Copper
Create contacts in Advantage Anywhere for new companies in Copper
Effortlessly streamline your sales process by setting up this workflow between Copper and Advantage Anywhere. Whenever you add a new company in Copper, this automation will create a contact in Advantage Anywhere, ensuring a smooth transition and keeping your contact information organized. Say goodbye to manual data entry and focus on driving your business forward.
Effortlessly streamline your sales process by setting up this workflow between Copper and Advantage Anywhere. Whenever you add a new company in Copper, this automation will create a contact in Advantage Anywhere, ensuring a smooth transition and keeping your contact information organized. Say goodbye to manual data entry and focus on driving your business forward.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Contact
Creates a new contact (i.e. Lead, Prospect, Client)
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