Add new Copper companies to Orbit as activities
Easily track and manage new companies in Copper by creating activities in Orbit with this efficient workflow. Whenever a new company is added in your Copper app, an activity will be created in Orbit, enabling seamless collaboration and organization of your CRM data. Stay organized and save time by letting this smart automation handle the busywork.
Easily track and manage new companies in Copper by creating activities in Orbit with this efficient workflow. Whenever a new company is added in your Copper app, an activity will be created in Orbit, enabling seamless collaboration and organization of your CRM data. Stay organized and save time by letting this smart automation handle the busywork.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Activity
Save an activity to a Member profile in Orbit. If the Member profile does not exist, it will also be created using this Action.
- Free forever for core features
- 14 day trial for premium features & apps