This article will show you how to update your person records with company data. In this article, I will show you how to update the person record. This is an advanced article and assumes you know how to use Zapier.

At the end of this article, all your new person records will have the company address in them IF each person has a company when created and your company names are unique

Note: This zap will only work if:

1. Go to Copper and make sure you have created a new person that has a company

2. Open Zapier select add a zap

3. Search Copper

4. Select "New Person"

5. Connect your account

6. Select continue

7. Select Copper again

8. Select create/update company

9. Select the Copper account you linked

10. Select match by type "name"

11. Select the

icon

12. Select Company Name

13. So far it should look like this

14. For Name select Company Name again

15. So far it looks like this:

16. Scroll the bottom and hit

17. Scroll to the bottom again and hit

18. If it was successful, you should see a view like this:

19. Click Add a Step

20. Search for Copper again

21. Select create/update person

22. Connect your Copper account again and hit save and continue at the bottom

23. Pass in full name from step 1

It will look like this when you are done:

24. Pass in Primary E-mail from Step 1

It will look like this when done:

25. Scroll down to where you see

26. Type in street where it says search

27. Select "Address Street" from step 2

28. It will look like this

29. For City, select "Address City"

30. Fill in the rest so it looks like this

Make sure you select overwrite

31. When you are done making it look like above, hit

32. Then hit

33. If it was successful, it should look like this:

34. Select Finish

You are done! From now on, all your new person records will have the company address in them IF each person has a company when created and your company names are unique

If you have any questions, please contact our support team using the in-app chat.