Update AgencyZoom leads when new persons are added in Copper
Effortlessly keep your Copper contacts updated in AgencyZoom with this seamless workflow. Whenever a new person is added to Copper, their information will be used to update a lead in AgencyZoom, ensuring your CRM stays up-to-date without any manual intervention. Stay organized and enhance your efficiency with this time-saving automation.
Effortlessly keep your Copper contacts updated in AgencyZoom with this seamless workflow. Whenever a new person is added to Copper, their information will be used to update a lead in AgencyZoom, ensuring your CRM stays up-to-date without any manual intervention. Stay organized and enhance your efficiency with this time-saving automation.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Update Lead
Update a lead in Agencyzoom.
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