Create new loops in Dotloop for every new person added in Copper
Easily connect your Copper and Dotloop apps with this seamless workflow. Whenever a new person is added in Copper, a Loop will be created in Dotloop, saving you time and ensuring consistent data across your platforms. Maintain an organized system while managing contacts and transactions effortlessly.
Easily connect your Copper and Dotloop apps with this seamless workflow. Whenever a new person is added in Copper, a Loop will be created in Dotloop, saving you time and ensuring consistent data across your platforms. Maintain an organized system while managing contacts and transactions effortlessly.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Loop
Triggers when a new loop is created.
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