1.Detect new push with fields
Integrate Zapier Chrome extension to catch person push fields and to start the external connection logging flow.
Log external connection on contact and company records
Automatically log external connection details across Copper records and browser push data. Create and update when person name pushes, contact records match, or company links resolveβso you can update contact dates, update company dates, and create audit activities without manual audit entries.
How this automation protects your audit trail
When a browser push includes a person name, gaps in logging can weaken your audit trail. This automation searches Copper for the person, updates contact and company connection dates, and creates an activityβso your team can keep records current.
Zapier Chrome extensionor swap with your favorite app
2.Search for person by name
Integrate Copper and data lookup tools to search for a matching person and to return person and company IDs.
Copperor swap with your favorite app
3.Notify when no match is found
Integrate Zapier Chrome extension and browser notification tools to send a concise message and to stop updates when no match exists.
4.Update matching person record
Integrate Copper and CRM field mapping tools to update the contact with a connection date and to clear any request sent flag.
5.Update matching company record
Integrate Copper and CRM field mapping tools to update the company with a company-level connection date and to keep it current.
6.Create linked audit activity
Integrate Copper and audit log tools to create an activity linked to the person and to store the connection note with date.
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