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Copper + IXACT Contact CRM

Add new Copper people to IXACT Contact CRM as contacts

Easily streamline your client management process by connecting Copper and IXACT Contact CRM. With this workflow, every time a new person is added in Copper, a contact will be created in IXACT Contact CRM, saving you time and effort. Keep your contact list up-to-date and organized with this seamless automation.

Easily streamline your client management process by connecting Copper and IXACT Contact CRM. With this workflow, every time a new person is added in Copper, a contact will be created in IXACT Contact CRM, saving you time and effort. Keep your contact list up-to-date and organized with this seamless automation.

  1. When this happens...
    CopperCopper
    New Person

    Triggers when a new Person is created in Copper.

    TriggerInstant
  2. automatically do this!
    IXACT Contact CRMIXACT Contact CRM
    Create Contact

    Creates a new Contact record

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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ixact-contact-crm logo

About IXACT Contact CRM

IXACT Contact is a real estate CRM that helps agents stay organized and build relationships with clients, prospects and referral sources.

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