Copper + Offri

Create and update Offri contacts for new Copper companies

Effortlessly manage your contacts within Offri whenever a new company is added to Copper with this automation. With this workflow, each time a new company is created in Copper, it will search for a contact in Offri and either update it or create a new contact if it doesn't exist. Keep your Offri contacts organized and updated without manual data entry, saving you time and ensuring accuracy across platforms.

Effortlessly manage your contacts within Offri whenever a new company is added to Copper with this automation. With this workflow, each time a new company is created in Copper, it will search for a contact in Offri and either update it or create a new contact if it doesn't exist. Keep your Offri contacts organized and updated without manual data entry, saving you time and ensuring accuracy across platforms.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    TriggerInstant
  2. automatically do this!
    OffriOffri
    Find and Create/Update Contact

    Finds and updates a Contact, optionally creates one if it doesn't exist

    ActionWrite
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Supported triggers and actions

  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Related categories

  • CRM (Customer Relationship Management)

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offri logo
offri logo

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

  • Proposal & Invoice Management