Copper + mailXpert
Create and update mailXpert contacts for new Copper companies
Effortlessly maintain your contact list in mailXpert whenever you add a new company in Copper with this efficient automation workflow. Once set up, this process will create or update a contact in mailXpert every time a new company is added in Copper, ensuring your contact database remains current and organized. Save time and minimize manual data entry, allowing you to focus on more important tasks.
Effortlessly maintain your contact list in mailXpert whenever you add a new company in Copper with this efficient automation workflow. Once set up, this process will create or update a contact in mailXpert every time a new company is added in Copper, ensuring your contact database remains current and organized. Save time and minimize manual data entry, allowing you to focus on more important tasks.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create (And Subscribe)/Update a Contact
Creates or updates a contact. If a matching contact is found then it will be updated, otherwise a new contact with being subscribed (no double opt in) will be created in the selected contact list.
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