Clientify + Copper Integration

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Copper + Clientify Integration

Create Clientify contact for new Copper person

Creating a new Clientify contact for every new Copper person is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Copper - Clientify integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Clientify and Copper systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Clientify + Copper Integration

Create Copper person from new Clientify contact

If you're an ecommerce business owner who uses Clientify to power your online store, you'll be happy to know that when a new person is created in Copper, this automation will automatically create a contact in Clientify.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Clientify + Copper Integration
1.
  • Clientify
    New contact is created in Clientify
  • Clientify
    Contact is updated in Clientify
  • Clientify
    Deal stage is updated in Clientify
  • Clientify
    New deal is created in Clientify
  • Clientify
    New task is created in Clientify
  • Clientify
    New company is created in Clientify
  • Copper
    Lead is created in Copper Instant
  • Copper
    Lead is changed in Copper Instant
  • Copper
    Person is created in Copper Instant
  • Copper
    Person is changed in Copper Instant
  • Copper
    Opportunity is changed in Copper Instant
  • Copper
    Opportunity is created in Copper Instant
  • Copper
    Activity is created in Copper Instant
  • Copper
    Company is changed in Copper Instant
  • Copper
    Company is created in Copper Instant
  • Copper
    Task is created in Copper Instant
  • Copper
    Task is changed in Copper Instant
  • Copper
    Project is created in Copper Instant
  • Copper
    Project is changed in Copper Instant
2.
  • Clientify
    Create contact in Clientify
  • Clientify
    Search contact in Clientify
  • Clientify
    Search user in Clientify
  • Clientify
    Create deal in Clientify
  • Clientify
    Update deal in Clientify
  • Clientify
    Get a deal in Clientify
  • Clientify
    Close a deal in Clientify
  • Clientify
    Create a task in Clientify
  • Clientify
    Create an order in Clientify
  • Clientify
    Get a company in Clientify
  • Clientify
    Create an abandoned cart in Clientify
  • Clientify
    Search product in Clientify
  • Clientify
    Delete a product in Clientify
  • Clientify
    Create a product in Clientify
  • Copper
    Create lead in Copper
  • Copper
    Update lead in Copper
  • Copper
    Search lead in Copper
  • Copper
    Create person in Copper
  • Copper
    Update person in Copper
  • Copper
    Search person in Copper
  • Copper
    Create activity in Copper
  • Copper
    Create task in Copper
  • Copper
    Search opportunity in Copper
  • Copper
    Create opportunity in Copper
  • Copper
    Update opportunity in Copper
  • Copper
    Search company in Copper
  • Copper
    Create company in Copper
  • Copper
    Update company in Copper
  • Copper
    Create project in Copper
  • Copper
    Update project in Copper
  • Copper
    Search project in Copper
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