Record activity in Status Hero for updated persons in Copper
Stay organized and informed when key contacts are updated in Copper with this seamless workflow. Whenever a person is updated in Copper, this automation will create a new activity record in Status Hero, ensuring your team has all the relevant information at their fingertips. Save time and make collaboration effortless with this efficient process.
Stay organized and informed when key contacts are updated in Copper with this seamless workflow. Whenever a person is updated in Copper, this automation will create a new activity record in Status Hero, ensuring your team has all the relevant information at their fingertips. Save time and make collaboration effortless with this efficient process.
- When this happens...Updated Person
Triggers when a Person is changed.
- automatically do this!Record Activity
Records an activity and adds it to the next check-in for a specific team member.
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