Update companies in Copper and add contacts to group in ActiveTrail
Keep your ActiveTrail contact groups up-to-date with the latest company information from Copper. With this workflow, whenever a company is updated in Copper, it will create or update a contact in a specified ActiveTrail group. This way, you can effortlessly maintain accurate contact lists in ActiveTrail for seamless marketing campaigns and group communications.
Keep your ActiveTrail contact groups up-to-date with the latest company information from Copper. With this workflow, whenever a company is updated in Copper, it will create or update a contact in a specified ActiveTrail group. This way, you can effortlessly maintain accurate contact lists in ActiveTrail for seamless marketing campaigns and group communications.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Add Contact to Group
Add a new or an existing contact to a specific group (The new contact will be created if not already exists).
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