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AnswerConnect + Copper

Create new persons in Copper for every new message in AnswerConnect

Boost your CRM efficiency with this workflow. When a new message arrives in AnswerConnect, it turns that into a new person creation in Copper, ensuring your customer data is always updated and organized. Streamline your customer communication and CRM maintenance with this seamless automation.

Boost your CRM efficiency with this workflow. When a new message arrives in AnswerConnect, it turns that into a new person creation in Copper, ensuring your customer data is always updated and organized. Streamline your customer communication and CRM maintenance with this seamless automation.

  1. When this happens...
    AnswerConnectAnswerConnect
    New Message

    Triggers when a new message is taken.

    TriggerInstant
  2. automatically do this!
    CopperCopper
    Create Person

    Creates a new Person.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • AnswerConnect triggers, actions, and search

    New Message

    Triggers when a new message is taken.

    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
    • 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
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answerconnect logo

About AnswerConnect

AnswerConnect is a 24*7 live answering service that accepts inbound customer calls your business receives, assists your customers and helps them schedule appointments with your business.
Learn more

Related categories

  • Customer Support
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