Create or update PersistIQ prospects from new Copper people
Effortlessly maintain consistency between your Copper contacts and PersistIQ prospects with this seamless workflow. When a new person is added in Copper, this process will automatically create or update their corresponding prospect record in PersistIQ. Minimize manual data entry and ensure your sales outreach targets the most current contact information.
Effortlessly maintain consistency between your Copper contacts and PersistIQ prospects with this seamless workflow. When a new person is added in Copper, this process will automatically create or update their corresponding prospect record in PersistIQ. Minimize manual data entry and ensure your sales outreach targets the most current contact information.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create or Update Prospect
Creates or updates a prospect.
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