Create Redtail CRM contacts and update corresponding Copper leads in one smooth workflow
Effortlessly keep your Redtail CRM and Copper contacts in sync with this seamless workflow. Whenever a new contact is created in Redtail CRM, their information will be instantly updated as a lead in Copper, ensuring your customer data stays consistent and up-to-date across both platforms. Streamline your sales process and strengthen communication with this efficient automation.
Effortlessly keep your Redtail CRM and Copper contacts in sync with this seamless workflow. Whenever a new contact is created in Redtail CRM, their information will be instantly updated as a lead in Copper, ensuring your customer data stays consistent and up-to-date across both platforms. Streamline your sales process and strengthen communication with this efficient automation.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Update Lead
Updates a Lead 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