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BannerSeason + Copper

Create or update BannerSeason contacts for new Copper leads

Effortlessly manage your leads and contacts across platforms with this Copper to BannerSeason automation. When a new lead is added in Copper, it will create or update a contact in BannerSeason, ensuring your contact information stays up-to-date and organized. This seamless workflow saves you time, eliminating the need for manually transferring lead data, and helps you maintain accurate records within your BannerSeason account.

Effortlessly manage your leads and contacts across platforms with this Copper to BannerSeason automation. When a new lead is added in Copper, it will create or update a contact in BannerSeason, ensuring your contact information stays up-to-date and organized. This seamless workflow saves you time, eliminating the need for manually transferring lead data, and helps you maintain accurate records within your BannerSeason account.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    BannerSeasonBannerSeason
    Create or Update Contact

    Adds a new contact or updates an existing one in your BannerSeason contact list.

    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
bannerseason logo
bannerseason logo

About BannerSeason

BannerSeason is a platform that enables you to Send gifts to WOW your customers with real personalized tangible cards and gifts in the mail.
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Related categories

  • Marketing Automation

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