Contacts.Link + Copper
Create or update Contacts.Link contacts when new Copper companies are added
Easily streamline your contacts management process with this Copper and Contacts.Link workflow. When a new company is added to Copper, this automation will create or update the corresponding contact in Contacts.Link, ensuring your contact database stays up-to-date and organized. Save time and minimize manual data entry by integrating Copper and Contacts.Link for a more efficient contact management solution.
Easily streamline your contacts management process with this Copper and Contacts.Link workflow. When a new company is added to Copper, this automation will create or update the corresponding contact in Contacts.Link, ensuring your contact database stays up-to-date and organized. Save time and minimize manual data entry by integrating Copper and Contacts.Link for a more efficient contact management solution.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create/Update Contact
This endpoint uses the same import logic as in the App Data Import Panel.
To create a contact, data set should contain at least the following: - companyName or companyWebsiteURL or companyLIPageURL - contact firstName & lastName or contact fullName Important information - this endpoint works as an update/insert, so it can be used safely with the same contact data - the UID of the contact is returned in any case: the contact exists / was just created - other contact fields can be set as well. All available fields can be found on the Request body tab - > Schema. To ensure uniformity of data, the app searches for existing - Company: using one of the passed company fields. If the company is found in the instance, the contact is assigned to it. Otherwise, a new company will be created. - Contact: using first and last name and company ID. If not found, a new contact is created.
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