When a new contact is detected in Close, create a person in Copper

■Overview

Do you use both Close and Copper as your CRM/SFA tools but find it time-consuming to manually enter information into each one?
Manually transferring new contact information from Close to Copper can lead to data entry errors and missed follow-ups.
This workflow automates the integration between Close and Copper. Whenever a new contact is created in Close, a Person (contact) is automatically created in Copper, making data entry more efficient.

■Who Should Use This Template

• Sales representatives who use both Close and Copper and want to eliminate duplicate manual entry of customer information
• Sales operations professionals who want to prevent data entry errors and missed transfers while improving data accuracy
• Managers who want to streamline and automate the entire sales process

■Benefits of Using This Template

• When a contact is created in Close, the information is automatically synced to Copper, reducing the time previously spent on manual data entry.
• By eliminating manual data transfers, this workflow reduces the risk of human errors such as incorrect entries and missed registrations, improving data accuracy.

■Flowbot Workflow

1. First, connect Close and Copper with Yoom.
2. Next, select Close as the trigger and set the action to “When a new contact is created.”
3. Finally, set Copper’s “Create a Person” action as the operation to create a Person based on the information retrieved from Close.

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization Options

• When creating a Person in Copper, choose which Copper fields to map the contact information retrieved from Close, such as the name, email address, and company name.

■Notes

• ‍‍Connect both Close and Copper with Yoom.