17hats + Copper
Create and update Copper leads from new 17hats contacts
Effortlessly manage your new contacts from 17hats by using this workflow to create or update leads in Copper. Whenever a new contact is added in 17hats, this automation will streamline the process by immediately updating or adding the lead in Copper, ensuring your CRM stays up-to-date and organized for improved lead nurturing and customer relationships.
Effortlessly manage your new contacts from 17hats by using this workflow to create or update leads in Copper. Whenever a new contact is added in 17hats, this automation will streamline the process by immediately updating or adding the lead in Copper, ensuring your CRM stays up-to-date and organized for improved lead nurturing and customer relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Entity TypeRequired
Activity TypeRequired
Try It
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
New Company
Triggers when a new Company is created in Copper.
Try It
