Copper + Insightly
Create new Insightly records for new Copper people
Effortlessly manage your contacts across platforms with this Copper to Insightly automation. When a new person is added in Copper, this workflow creates a record in Insightly, ensuring that your contact database stays up-to-date and consistent. Save time and streamline your contact management process with this seamless integration.
Effortlessly manage your contacts across platforms with this Copper to Insightly automation. When a new person is added in Copper, this workflow creates a record in Insightly, ensuring that your contact database stays up-to-date and consistent. Save time and streamline your contact management process with this seamless integration.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Record
Creates a Record
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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.
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About Insightly
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
