Accelo + Copper

Add new Copper persons as contacts in Accelo

Effortlessly maintain up-to-date contact information between Copper and Accelo with this seamless workflow. Whenever a new person is added in Copper, their contact details will be instantly created or updated in Accelo, saving you time and ensuring accuracy across both platforms. Say goodbye to manual data entry and focus on what matters most - building relationships and growing your business.

Effortlessly maintain up-to-date contact information between Copper and Accelo with this seamless workflow. Whenever a new person is added in Copper, their contact details will be instantly created or updated in Accelo, saving you time and ensuring accuracy across both platforms. Say goodbye to manual data entry and focus on what matters most - building relationships and growing your business.

  1. When this happens...
    CopperCopper
    New Person

    Triggers when a new Person is created in Copper.

    TriggerInstant
  2. automatically do this!
    AcceloAccelo
    Create/Update Contact

    Creates a new contact or updates a contact if it already exists.

    ActionWrite
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Supported triggers and actions

    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Lead

    Triggers when a Lead is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Task

    Triggers when a new Task is created in Copper.

    Trigger
    Instant
    Try It