Tag client in Kit, and create or update profile in Copper when contract is signed in Dubsado
Tag client in Kit, and create or update profile in Copper when contract is signed in Dubsado
Tag your clients and create or update their profiles in Copper when they sign a contract in Dubsado. This ensures accurate client records and enhances your CRM data for better engagement and faster onboarding.
Workflow preview:
Zap details:
Overview
Tag your clients and create or update their profiles in Copper when they sign a contract in Dubsado. This ensures accurate client records and enhances your CRM data for better engagement and faster onboarding.