Popular Copper + Waitwhile Workflows
Create Waitwhile visit for new Copper company
Create Copper task for new Waitwhile visit
With the help of this integration, when an visit is created, a task will be automatically created in Copper and will include the details of the visit (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new visit. You can then simply assign the task to someone on your team and they can get started!
Update Copper person from new Waitwhile visit
When Visit is created or updated in Waitwhile > Check any condition > Create person in Copper
When Visit is created or updated in Waitwhile > Check any condition > Create lead 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 IntegrationsWaitWhile helps businesses around the world improve their lines and create a radically better wait experience for their customers.You can schedule and waitlist customers from your phone, tablet or computerand easily access your data wherever you go.
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