Create Copper leads from new 17hats contacts
Easily keep your lead information up to date with this seamless workflow between 17hats and Copper. When a new contact is added to 17hats, their information will be used to update a lead in Copper, ensuring data consistency and accuracy in your CRM. This automation helps you save time and maintain organized lead records without manual intervention.
Easily keep your lead information up to date with this seamless workflow between 17hats and Copper. When a new contact is added to 17hats, their information will be used to update a lead in Copper, ensuring data consistency and accuracy in your CRM. This automation helps you save time and maintain organized lead records without manual intervention.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Lead
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