Copper + Insightly
Update Insightly records when new people are added in Copper
Effortlessly maintain contact consistency between Copper and Insightly with this time-saving workflow. When a new person is added in Copper, this automation updates the corresponding record in Insightly, ensuring both platforms stay up-to-date. Enjoy a convenient solution for keeping your records current without manual intervention.
Effortlessly maintain contact consistency between Copper and Insightly with this time-saving workflow. When a new person is added in Copper, this automation updates the corresponding record in Insightly, ensuring both platforms stay up-to-date. Enjoy a convenient solution for keeping your records current without manual intervention.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Update Record
Updates a Record
- Free forever for core features
- 14 day trial for premium features & apps
About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Related categories
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.
