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Agent Legend + Copper

Add new Copper persons to Agent Legend campaigns as contacts

Effortlessly keep your Copper contacts updated in Agent Legend with this handy workflow. Whenever a new person is added in Copper, this automation will also add them as a contact to a specified campaign in Agent Legend. Save time, eliminate manual data entry, and ensure your campaigns have all the necessary information to perform effectively.

Effortlessly keep your Copper contacts updated in Agent Legend with this handy workflow. Whenever a new person is added in Copper, this automation will also add them as a contact to a specified campaign in Agent Legend. Save time, eliminate manual data entry, and ensure your campaigns have all the necessary information to perform effectively.

  1. When this happens...
    CopperCopper
    New Person

    Triggers when a new Person is created in Copper.

    TriggerInstant
  2. automatically do this!
    Agent LegendAgent Legend
    Add Contact to Campaign

    Adds a contact to a campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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 Company

    Triggers when a new Company is created in Copper.

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

    New Opportunity

    Triggers when an Opportunity is created in Copper.

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

    New Project

    Triggers when a new Project is created in Copper.

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

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
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About Agent Legend

Agent Legend is an automated, multi-channel marketing tool.
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Related categories

  • CRM (Customer Relationship Management)

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