17hats + Copper
Create and update Copper projects from new 17hats contacts
Efficiently manage your client relationships with this streamlined workflow. When you add a new contact in 17hats, this automation promptly updates the related project in Copper, keeping your client data up-to-date. Save valuable time and minimize manual efforts while ensuring accuracy across your CRM platforms.
Efficiently manage your client relationships with this streamlined workflow. When you add a new contact in 17hats, this automation promptly updates the related project in Copper, keeping your client data up-to-date. Save valuable time and minimize manual efforts while ensuring accuracy across your CRM platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Project
Updates a Project 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
