Copper + Elevated CRM
Create or update Elevated CRM contacts for new Copper companies
Effortlessly maintain your CRM contacts with this workflow that connects Copper and Elevated CRM. When you add a new company in Copper, this automation will either create a new contact or update an existing one based on the email address in Elevated CRM. Keep your contact list up-to-date and organized, saving you time and ensuring accurate records across both platforms.
Effortlessly maintain your CRM contacts with this workflow that connects Copper and Elevated CRM. When you add a new company in Copper, this automation will either create a new contact or update an existing one based on the email address in Elevated CRM. Keep your contact list up-to-date and organized, saving you time and ensuring accurate records across both platforms.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create or Update Contact by Email
Create Or Update A Contact By Email. When updating, if we find several contacts, we will only update the most recently created contact.
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