Copper + Redtail CRM
Create and update Copper opportunities when new Redtail CRM activities are added
Effortlessly keep your Redtail CRM activities and Copper opportunities up-to-date with this seamless workflow. When a new activity is created in Redtail CRM, an opportunity will be either created or updated in Copper, ensuring your sales process remains organized and efficient. Simplify your data management and never miss an opportunity again by connecting your Redtail CRM and Copper apps with this easy-to-implement automation.
Effortlessly keep your Redtail CRM activities and Copper opportunities up-to-date with this seamless workflow. When a new activity is created in Redtail CRM, an opportunity will be either created or updated in Copper, ensuring your sales process remains organized and efficient. Simplify your data management and never miss an opportunity again by connecting your Redtail CRM and Copper apps with this easy-to-implement automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create/Update Opportunity
Creates or 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
