Copper + Redtail CRM
Create and update Copper companies from new Redtail CRM contacts
Effortlessly maintain consistent data across your Redtail CRM and Copper platforms with this seamless workflow. Whenever a new contact is created in Redtail CRM, a company will be created or updated in Copper, ensuring your information is always up-to-date. Streamline your customer relationship management and never worry about manual data entry again.
Effortlessly maintain consistent data across your Redtail CRM and Copper platforms with this seamless workflow. Whenever a new contact is created in Redtail CRM, a company will be created or updated in Copper, ensuring your information is always up-to-date. Streamline your customer relationship management and never worry about manual data entry again.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create/Update Company
Creates or Updates a Company depending on the match criteria.
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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
