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Copper + Streak

Update Copper opportunities when Streak contacts are updated

Keep your Streak and Copper contacts up to date with this seamless workflow. When a contact is updated in Streak, this automation will create or update the corresponding opportunity in Copper, ensuring consistent information across both platforms. Save time and maintain accurate data by connecting your contact management systems effortlessly.

Keep your Streak and Copper contacts up to date with this seamless workflow. When a contact is updated in Streak, this automation will create or update the corresponding opportunity in Copper, ensuring consistent information across both platforms. Save time and maintain accurate data by connecting your contact management systems effortlessly.

  1. When this happens...
    StreakStreak
    Updated Contact

    Triggered when a contact is updated.

    TriggerInstant
  2. automatically do this!
    CopperCopper
    Create/Update Opportunity

    Creates or Updates an Opportunity based off of a match criteria.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • PipelineRequired

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    Instant
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    • Stage

    • Field

    • PipelineRequired

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    • PipelineRequired

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    • PipelineRequired

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    Instant
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    • Stage

    • PipelineRequired

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    Instant
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    • PipelineRequired

    Trigger
    Instant
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    • Team KeyRequired

    Trigger
    Instant
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    • TeamRequired

    Trigger
    Instant
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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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About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

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