Automated Contact Update and Retrieval in Copper CRM

This workflow automates the process of managing and updating contact information within the Copper CRM system. Triggered manually, it adds an email address to a contact, updates the contact’s phone number, and then retrieves the latest contact details, streamlining contact management tasks.

The workflow begins with a manual trigger, allowing user initiation. It then connects to Copper CRM to add a new email address to a specific contact. Next, it updates the contact’s phone number with a new value. Finally, it retrieves the updated contact details to verify the changes.

This automation is useful for sales teams or customer relations managers who frequently need to update and verify contact information efficiently without manual data entry in the CRM system, ensuring data accuracy and saving time.