Update PhoneBurner contacts when new persons are added in Copper
Keep your Copper and PhoneBurner contacts up to date with this automation. Whenever you add a new person in Copper, this workflow will update the corresponding contact in PhoneBurner using the Contact ID. That way, your contact information stays accurate and consistent across both platforms, saving you time and effort.
Keep your Copper and PhoneBurner contacts up to date with this automation. Whenever you add a new person in Copper, this workflow will update the corresponding contact in PhoneBurner using the Contact ID. That way, your contact information stays accurate and consistent across both platforms, saving you time and effort.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Update Contact (Contact ID)
This Action will update a specific contact within PhoneBurner based on the unique PhoneBurner contact/record ID. In order to use this Action, you must have the PhoneBurner contact ID. This will update the specific contact within your personal account or if you are the PhoneBurner admin it will update the contact if it is in your account or any one of your users accounts
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