Create Help Scout customers from updated Copper persons
Effortlessly keep your customer information up to date with this workflow. When a person is updated in Copper, it instantly creates a new customer in Help Scout, ensuring your support team always has the latest details. Say goodbye to manual data entry and streamline your customer management process with this seamless automation.
Effortlessly keep your customer information up to date with this workflow. When a person is updated in Copper, it instantly creates a new customer in Help Scout, ensuring your support team always has the latest details. Say goodbye to manual data entry and streamline your customer management process with this seamless automation.
- When this happens...Updated Person
Triggers when a Person is changed.
- automatically do this!Create Customer
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
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