Popular Copper + Formaloo Workflows
When New Form Entry in Formaloo > Check any condition > Create lead in Copper
When Form is submitted in Formaloo > Check any condition > Create person in Copper
When Form is submitted in Formaloo > Check any condition > Create lead in Copper
When Form is submitted in Formaloo > Create person in Copper > Create task in Copper
When Form is submitted in Formaloo > Create lead in Copper > Create task in Copper
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Copper 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.
See Copper IntegrationsFormaloo is the Customer Data Platform designed to unlock the hidden value in your data. It allows you to reach out to customers using their behavior, expectations, personal tastes, and their preferences when making a purchase decision.
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