Popular ShinePages + Copper Workflows
Create Copper task for new ShinePages 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 ShinePages form submission received today - your customers will thank you for it!
Create Copper task for new ShinePages 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 ShinePages > Search person in Copper > Check any condition > Create lead in Copper
When Contact is created or updated in ShinePages > Search lead in Copper > Check any condition > Create lead in Copper
When Form response is created in ShinePages > Check any condition > Create lead in Copper
When Person is created in Copper > Check condition > Create member in ShinePages
When Lead is created in Copper > Check condition > Create member in ShinePages
When Form response is created in ShinePages > Create person in Copper > Create task in Copper
When Form response is created in ShinePages > Create lead in Copper > Create task in Copper
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ShinePages is the simplest and easiest way to create, maintain and grow your online presence. From a website to an online course or membership site; a blog to an online store – we've got it all covered!
See ShinePages 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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