Create new Practice Better clients from new Copper companies
Effortlessly organize and manage your client database with this efficient workflow. When a new company is created in Copper, it seamlessly adds a new client in Practice Better. This results in a streamlined process, saving you time, and ensuring your Copper and Practice Better records are always up-to-date and synchronized.
Effortlessly organize and manage your client database with this efficient workflow. When a new company is created in Copper, it seamlessly adds a new client in Practice Better. This results in a streamlined process, saving you time, and ensuring your Copper and Practice Better records are always up-to-date and synchronized.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Add Client
Add a new client to your account.
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