Copper + Offri

Update Offri contacts when Copper companies are updated

Keep your Offri contacts updated with this seamless workflow that connects Copper and Offri. Whenever there's an updated company in Copper, this automation will search for a matching contact in Offri and create or update it accordingly. Save time and maintain accurate contact information across both platforms without manual effort.

Keep your Offri contacts updated with this seamless workflow that connects Copper and Offri. Whenever there's an updated company in Copper, this automation will search for a matching contact in Offri and create or update it accordingly. Save time and maintain accurate contact information across both platforms without manual effort.

  1. When this happens...
    CopperCopper
    Updated Company

    Triggers when a Person's Company is changed.

    TriggerInstant
  2. automatically do this!
    OffriOffri
    Find and Create/Update Contact

    Finds and updates a Contact, optionally creates one if it doesn't exist

    ActionWrite
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Supported triggers and actions

    • 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 Lead

    Triggers when a Lead is created in Copper.

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

    New Task

    Triggers when a new Task is created in Copper.

    Trigger
    Instant
    Try It