Update Agile CRM contacts when Copper companies are updated
Keep your Agile CRM contacts up to date with this efficient workflow. Whenever a company is updated in Copper, this automation will create or update a contact in Agile CRM, ensuring your contact list remains current and accurate. Stay organized and save time by streamlining the process of maintaining your CRM contacts.
Keep your Agile CRM contacts up to date with this efficient workflow. Whenever a company is updated in Copper, this automation will create or update a contact in Agile CRM, ensuring your contact list remains current and accurate. Stay organized and save time by streamlining the process of maintaining your CRM contacts.
- When this happens...Updated Company
Triggers when a Person's Company 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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