Create and update Copper projects when new Redtail CRM contacts are created
Effortlessly manage your client projects by connecting Redtail CRM to Copper with this seamless workflow. When a new contact is created in Redtail CRM, a project will be created or updated in Copper, ensuring your project data stays accurate and up-to-date. Simplify your project management process and save valuable time with this easy-to-setup automation.
Effortlessly manage your client projects by connecting Redtail CRM to Copper with this seamless workflow. When a new contact is created in Redtail CRM, a project will be created or updated in Copper, ensuring your project data stays accurate and up-to-date. Simplify your project management process and save valuable time with this easy-to-setup automation.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create/Update Project
Creates or Updates a Project 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.
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