Create new people in Copper for every new contact in BizConnect
Instantly streamline your contact management process with this efficient workflow. As soon as a new contact is added in BizConnect, a correspondent entry will be crafted in Copper. This not only saves you valuable time but also ensures consistent and up-to-date management of contact details across platforms. Your customer relationship experience just became a lot more organized and hassle-free.
Instantly streamline your contact management process with this efficient workflow. As soon as a new contact is added in BizConnect, a correspondent entry will be crafted in Copper. This not only saves you valuable time but also ensures consistent and up-to-date management of contact details across platforms. Your customer relationship experience just became a lot more organized and hassle-free.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Person
Creates a new Person.
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New Contact
Triggers when a new contact is created.
Try ItEntity TypeRequired
Activity TypeRequired
Try ItNew Person
Triggers when a new Person is created in Copper.
Try ItNew Lead
Triggers when a Lead is created in Copper.
Try It
First NameRequired
Last Name
Email
Company Name
Job Title
Mobile Numbers
Phone Numbers
Fax
PO Box
Address
Postal(ZIP) Code
City
State
Country
Website
New Company
Triggers when a new Company is created in Copper.
Try ItNew Opportunity
Triggers when an Opportunity is created in Copper.
Try ItNew Project
Triggers when a new Project is created in Copper.
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