Copper + Insightly
Create Insightly records for new Copper companies
Effortlessly keep your sales and customer data consistent across platforms with this Copper to Insightly automation. Whenever a new company is added in Copper, this workflow will create a corresponding record in Insightly. Save time by streamlining the process and ensuring up-to-date information between your CRM tools.
Effortlessly keep your sales and customer data consistent across platforms with this Copper to Insightly automation. Whenever a new company is added in Copper, this workflow will create a corresponding record in Insightly. Save time by streamlining the process and ensuring up-to-date information between your CRM tools.
- When this happens...New Company
Triggers when a new Company 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.
