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Copper + Routee

Update Routee contacts when Copper companies are modified

Keep your contacts in Routee up to date with this efficient automation. Whenever you update a company in Copper, this workflow will create or update a contact in Routee, ensuring that your contact's information is always current and ready for use. No more manual data entry or outdated contact details – just streamlined communication and seamless coordination between Copper and Routee.

Keep your contacts in Routee up to date with this efficient automation. Whenever you update a company in Copper, this workflow will create or update a contact in Routee, ensuring that your contact's information is always current and ready for use. No more manual data entry or outdated contact details – just streamlined communication and seamless coordination between Copper and Routee.

  1. When this happens...
    CopperCopper
    Updated Company

    Triggers when a Person's Company is changed.

    TriggerInstant
  2. automatically do this!
    RouteeRoutee
    Create or Update Contact

    Creates a new contact, or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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routee logo
routee logo

About Routee

Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.

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