Copper + Redtail CRM
Update Copper opportunities when Redtail CRM contacts are updated
Keep your sales opportunities up-to-date with this efficient workflow between Redtail CRM and Copper. When a contact is updated in Redtail CRM, it automatically updates the corresponding opportunity by its ID in Copper. This easy-to-use automation ensures that your sales pipeline is always accurate, saving you time and effort in managing your opportunities.
Keep your sales opportunities up-to-date with this efficient workflow between Redtail CRM and Copper. When a contact is updated in Redtail CRM, it automatically updates the corresponding opportunity by its ID in Copper. This easy-to-use automation ensures that your sales pipeline is always accurate, saving you time and effort in managing your opportunities.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Update Opportunity by ID
Updates an Opportunity based off of Opportunity ID.
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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.
Try It
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
