Update Agile CRM contacts when Copper persons are updated
Keep your CRM contacts updated with this efficient workflow between Copper and Agile CRM. Whenever a person is updated in Copper, this automation will create or update the corresponding contact in Agile CRM, ensuring your contact information remains organized and current across both platforms. Save time and maintain accurate records by streamlining your contact management process.
Keep your CRM contacts updated with this efficient workflow between Copper and Agile CRM. Whenever a person is updated in Copper, this automation will create or update the corresponding contact in Agile CRM, ensuring your contact information remains organized and current across both platforms. Save time and maintain accurate records by streamlining your contact management process.
- When this happens...Updated Person
Triggers when a Person is changed.
- automatically do this!Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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