Update contacts in Warm Welcome when companies are updated in Copper
Keep your Copper CRM updated and ensure smooth communication with your contacts by integrating it with Warm Welcome. This workflow activates when a company is updated in Copper, and automatically creates or updates the contact information in Warm Welcome. Maintain up-to-date records and enhance your engagement with clients using this efficient automation.
Keep your Copper CRM updated and ensure smooth communication with your contacts by integrating it with Warm Welcome. This workflow activates when a company is updated in Copper, and automatically creates or updates the contact information in Warm Welcome. Maintain up-to-date records and enhance your engagement with clients using this efficient automation.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Create or Update Contact
Creates a contact and updates if not found.
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