Create Copper projects from updated 17hats contacts
Keep your Copper projects up-to-date with the latest contact information from 17hats. This workflow activates when you modify a contact in 17hats, seamlessly updating the corresponding project in Copper with the new details. Improve organization and time efficiency by streamlining your customer data management across both platforms.
Keep your Copper projects up-to-date with the latest contact information from 17hats. This workflow activates when you modify a contact in 17hats, seamlessly updating the corresponding project in Copper with the new details. Improve organization and time efficiency by streamlining your customer data management across both platforms.
- When this happens...Updated Contact
Triggers when an already existing contact is updated.
- automatically do this!Create Project
Creates a new Project.
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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