Update Person records with related Company data

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:

  • each new person record has a company on it
  • Your company names are unique; there are no duplicate company names. If this is not the case, you cannot use this zap. Please make all your company names unique.

 

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 make a request here

 

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