Create tasks in Agile CRM for updated persons in Copper
Effortlessly keep your team informed and on top of their tasks with this Copper to Agile CRM workflow. When a person is updated in Copper, a new task is created in Agile CRM, ensuring your team has the most up-to-date information. Eliminate manual updates and reduce the risk of missed tasks by maintaining seamless and efficient contact management.
Effortlessly keep your team informed and on top of their tasks with this Copper to Agile CRM workflow. When a person is updated in Copper, a new task is created in Agile CRM, ensuring your team has the most up-to-date information. Eliminate manual updates and reduce the risk of missed tasks by maintaining seamless and efficient contact management.
- When this happens...Updated Person
Triggers when a Person is changed.
- automatically do this!Create Task
Create a Task for the Contact.
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