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.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Find and Create/Update Contact
Finds and updates a Contact, optionally creates one if it doesn't exist
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