How can I create a Zap for Copper CRM:
- Trigger: The field “Contact Type” for a specific company is changed
- Action: The related people’s “Contact Type” of that specific company is also changed
Question
Creating a Zap to sync contact types in Copper CRM
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
+14- Zapier Orchestrator & Solution Partner
- 34016 replies
Hi
Review the available Copper Zap app triggers/actions: https://zapier.com/apps/copper/integrations#triggers-and-actions
NOTE: Contact Type appears to be related to a Person not a Company, so there may not be an available trigger that you are seeking.
Also, if you were to use this Zap trigger: Copper - Updated Contact Type
You would then need to find the related Company.
From the Company, it may return the related Persons.
Then you would use “Looping - Create Loop from Line Items” to iterate thru each Person to “Update Person”.
BUT, be careful as that could cause an infinite loop, because the “Update Person” to change the Person Contact Type, is the same event as the Zap trigger step.
Info about infinite loops in Zapier: https://help.zapier.com/hc/en-us/articles/8496232045453-Zap-is-stuck-in-a-loop
+11- Community Manager
- 9662 replies
Hi there,
How did you get on with Troy’s suggestions here? Did they help to get you pointed in the right direction?
Let us know how things are going, want to make sure you’re all set 🙂
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.