Update Rocket Referrals contacts when Copper companies are updated
Keep your Rocket Referrals contacts up-to-date with the latest company information from Copper. With this workflow, whenever a company is updated in Copper, a contact will be created or updated in Rocket Referrals. This ensures that the contact details in Rocket Referrals are always consistent with your Copper data, saving you time and reducing the risk of outdated information.
Keep your Rocket Referrals contacts up-to-date with the latest company information from Copper. With this workflow, whenever a company is updated in Copper, a contact will be created or updated in Rocket Referrals. This ensures that the contact details in Rocket Referrals are always consistent with your Copper data, saving you time and reducing the risk of outdated information.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Create/Update Contact
Creates or updates a contact.
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