Copper + CLOSEM Integration

Connect Copper to CLOSEM in 1 click

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Copper + CLOSEM  Integration

Create CLOSEM contact for new Copper person

If you're using Copper to manage your sales leads, it's important to also use CLOSEM to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Copper, a corresponding contact will automatically be created in CLOSEM.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Copper + CLOSEM  Integration
1.
  • 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.
  • 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
  • CLOSEM
    Create contact in CLOSEM
  • CLOSEM
    Schedule appointment in CLOSEM
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