Create/update Copper persons from new Formsite form results
Effortlessly keep your Copper CRM updated with new Formsite form submissions. With this workflow, every time a new Formsite form result is received, a person will be created or updated in Copper, ensuring your CRM stays accurate and up-to-date. Save time and streamline your lead management process with this seamless integration.
Effortlessly keep your Copper CRM updated with new Formsite form submissions. With this workflow, every time a new Formsite form result is received, a person will be created or updated in Copper, ensuring your CRM stays accurate and up-to-date. Save time and streamline your lead management process with this seamless integration.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create/Update Person
Creates or Updates a Person depending on the match criteria.
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