Update persons in Copper when new entries appear in Formidable Forms
Keep your customer information up-to-date without the manual effort. With this automation, every time a new entry comes in from Formidable Forms, it updates the corresponding person details in Copper. Resulting in more efficient handling of data, it ensures your customer records are always current and accurate.
Keep your customer information up-to-date without the manual effort. With this automation, every time a new entry comes in from Formidable Forms, it updates the corresponding person details in Copper. Resulting in more efficient handling of data, it ensures your customer records are always current and accurate.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Update Person
Updates a Person depending on the match criteria.
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