Update Textline contacts when Copper persons are modified
Easily maintain up-to-date contact information in Textline when any person's details are updated in Copper with this efficient workflow. Whenever someone's information is modified in Copper, this automation will either create a new contact or update the existing one in Textline, ensuring your records are always accurate and current. Save time and streamline your contact management process with this seamless integration.
Easily maintain up-to-date contact information in Textline when any person's details are updated in Copper with this efficient workflow. Whenever someone's information is modified in Copper, this automation will either create a new contact or update the existing one in Textline, ensuring your records are always accurate and current. Save time and streamline your contact management process with this seamless integration.
- When this happens...Updated Person
Triggers when a Person is changed.
- automatically do this!Create/Update Contact
Creates or updates an entry in your Textline address book.
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