Create contacts in Quotient for new people in Copper
Effortlessly keep your Copper and Quotient contacts up to date with this seamless workflow. When a new person is added to Copper, their information will be used to create a contact in Quotient, ensuring a smooth hand-off between the two platforms. No more manual data entry or missed connections – just an efficient and organized contact management system.
Effortlessly keep your Copper and Quotient contacts up to date with this seamless workflow. When a new person is added to Copper, their information will be used to create a contact in Quotient, ensuring a smooth hand-off between the two platforms. No more manual data entry or missed connections – just an efficient and organized contact management system.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Contact
Creates a new Contact.
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