Update a CloudTalk contact when a Copper person is updated
When a person record is modified in Copper, this Make scenario automatically finds and updates the matching contact in CloudTalk. It keeps your CRM and phone system in sync without manual data entry. Ideal for sales teams that rely on up-to-date contact details for outbound calls and follow-ups.
Every time a Copper person is updated, Make will automatically update a CloudTalk contact.
- Platform
- Make
- Category
- SMS & Phone
- Price
- $4.99
- Creator
- Ursula Reyes
- 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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