Copper integration with Filter by Nekton
How to Update a contact in FunnelFLARE when an opportunity changes in Copper
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Update a contact in FunnelFLARE when an opportunity changes in Copper" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate FunnelFLARE integrations
FunnelFLARE actions
Nekton can use any feature that is available in FunnelFLARE API.
Using our advanced AI, you can easily create custom automations for FunnelFLARE.
Here are some typical actions you can do in your automated workflows.
Create History
Create a new history item for a contact.
Create Form Entry
Creates a new web form entry.
New Contact
Triggers when a new contact is created in FunnelFLARE.
Updated Contact
Triggers when an existing contact is updated in FunnelFLARE.
New History
Triggers when a new history item is created in FunnelFLARE.
About FunnelFLARE
FunnelFLARE is a sales process automation platform that helps sales people sell faster by automating the common tasks that sap away profitable selling time.