Create or update Copper projects when new or updated Zoho CRM contacts happen
Stay up-to-date with this efficient workflow that connects Zoho CRM and Copper. When a new or updated contact occurs in Zoho CRM, this automation creates or updates a contact in Copper, allowing you to have the latest information at your fingertips. Eliminate manual data entry and enjoy seamless integration between your CRM and project management tools.
Stay up-to-date with this efficient workflow that connects Zoho CRM and Copper. When a new or updated contact occurs in Zoho CRM, this automation creates or updates a contact in Copper, allowing you to have the latest information at your fingertips. Eliminate manual data entry and enjoy seamless integration between your CRM and project management tools.
- When this happens...New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
- automatically do this!Create/Update Project
Creates or Updates a Project depending on the match criteria.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It