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Create new customer and add follow-up to-do in Copilot CRM from webhook request

Create new customer and add follow-up to-do in Copilot CRM from webhook request

Create new customers and follow-up to-do items in Copilot CRM when specific requests are received via Webhooks by Zapier. This boosts your onboarding process and ensures timely follow-ups.

Zap details:

Overview

Create new customers and follow-up to-do items in Copilot CRM when specific requests are received via Webhooks by Zapier. This boosts your onboarding process and ensures timely follow-ups.

Create new customer and add follow-up to-do in Copilot CRM from webhook request