Create a CloudTalk contact from a new Copper person
Every time a new person is added to your Copper CRM, this Make workflow automatically creates a corresponding contact in CloudTalk. It syncs lead data without manual entry, helping sales teams keep their call logs and phone records up to date. Designed for users of Copper (formerly ProsperWorks) and CloudTalk.
Every time a new Copper person is created, Make will automatically create a CloudTalk contact.
- Platform
- Make
- Category
- Notifications
- Price
- $3.99
- Creator
- Zoltan Nguyen
- automation
- make
- prosperworks
- cloudtalk
How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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