Update Copper projects when new or updated contacts occur in Zoho CRM
Keep your Copper projects constantly updated with the latest contact information from your Zoho CRM. With this automation workflow, whenever there's a new or updated contact in Zoho CRM, their details will be used to update the corresponding project in Copper. This way, you can ensure that your team always has the most accurate and up-to-date contact information for every project.
Keep your Copper projects constantly updated with the latest contact information from your Zoho CRM. With this automation workflow, whenever there's a new or updated contact in Zoho CRM, their details will be used to update the corresponding project in Copper. This way, you can ensure that your team always has the most accurate and up-to-date contact information for every project.
- 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!Update Project
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