Add new Copper people to Grist as records
Effortlessly manage your contacts between Copper and Grist with this streamlined workflow. When a new person is added in Copper, their information will be seamlessly updated or created as a record in Grist. Stay organized and never miss a beat when it comes to keeping your contact records up-to-date.
Effortlessly manage your contacts between Copper and Grist with this streamlined workflow. When a new person is added in Copper, their information will be seamlessly updated or created as a record in Grist. Stay organized and never miss a beat when it comes to keeping your contact records up-to-date.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create or Update Record
Creates a new Record in a Table, or Updates an existing matching Record
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