Popular Bosscart + Copper Workflows
Create Copper task for new Bosscart form submission
Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Copper task for new Bosscart form submission received today - your customers will thank you for it!
Create Copper task for new Bosscart event
With the help of this integration, when an event is created, a task will be automatically created in Copper and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
When Contact is created or updated in Bosscart > Search lead in Copper > Check any condition > Create lead in Copper
When Form response is created in Bosscart > Check any condition > Create lead in Copper
When Person is created in Copper > Check condition > Create member in Bosscart
When Lead is created in Copper > Check condition > Create member in Bosscart
When Form response is created in Bosscart > Create person in Copper > Create task in Copper
When Form response is created in Bosscart > Create lead in Copper > Create task in Copper
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Bosscart is a cloud based software that allows anyone to create an online store or blog in minutes. There are no technical skills required and you can have your website up and running under 5 minutes!
See Bosscart IntegrationsCopper is a CRM that helps you turn relationships into revenue, and it does this by automating all the busywork in your sales pipeline so you can focus on what matters: building relationships with customers.
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