Create new Redtail CRM contacts and associate them with Copper projects
Effortlessly keep your Redtail CRM contacts and Copper projects up to date with this streamlined workflow. When a new contact is created in Redtail CRM, they'll be associated with a project in Copper instantly. This automation helps you stay organized and reduces manual data entry, ensuring your team always has access to the most recent information.
Effortlessly keep your Redtail CRM contacts and Copper projects up to date with this streamlined workflow. When a new contact is created in Redtail CRM, they'll be associated with a project in Copper instantly. This automation helps you stay organized and reduces manual data entry, ensuring your team always has access to the most recent information.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Associate to Project
This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
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Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It