Copper + Redtail CRM
Update Copper opportunities when Redtail CRM contacts are updated
Keep your Redtail CRM and Copper records consistently updated with this efficient workflow. When a contact is updated in Redtail CRM, this automation ensures the corresponding contact in Copper is also modified, maintaining a smooth flow of information between both platforms. Eliminate manual data entry and delays in keeping your contacts current, allowing you to manage your opportunities effortlessly.
Keep your Redtail CRM and Copper records consistently updated with this efficient workflow. When a contact is updated in Redtail CRM, this automation ensures the corresponding contact in Copper is also modified, maintaining a smooth flow of information between both platforms. Eliminate manual data entry and delays in keeping your contacts current, allowing you to manage your opportunities effortlessly.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Update Opportunity
Updates an Opportunity based off of a 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.
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
