Copper + SharpSpring
Update SharpSpring opportunities when Copper companies change
Effortlessly keep your Copper and SharpSpring CRM data up-to-date with this workflow. Whenever a company is updated in Copper, this automation will either create a new opportunity or update an existing one in SharpSpring. Save time and ensure consistency by seamlessly connecting your sales and marketing data across platforms.
Effortlessly keep your Copper and SharpSpring CRM data up-to-date with this workflow. Whenever a company is updated in Copper, this automation will either create a new opportunity or update an existing one in SharpSpring. Save time and ensure consistency by seamlessly connecting your sales and marketing data across platforms.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Create/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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