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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.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    TriggerInstant
  2. automatically do this!
    Contacts.LinkContacts.Link
    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.

    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
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About Contacts.Link

Contacts.Link helps Sales and Marketing to build brand audience and convert them into clients.

Related categories

  • Sales & CRM
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About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn moreHelp

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