Ready workflows for Convert Builder + Copper Integration
Just click on the workflow you want to automate
Create Copper task for new Convert Builder 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 Convert Builder form submission received today - your customers will thank you for it!
Create Copper task for new Convert Builder 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!
Create Copper task for new Convert Builder order
When Contact is created or updated in Convert Builder > Search person in Copper > Check any condition > Create person in Copper
When Contact is created or updated in Convert Builder > Search lead in Copper > Check any condition > Create lead in Copper
When Form response is created in Convert Builder > Check any condition > Create lead in Copper
When Person is created in Copper > Check condition > Create member in Convert Builder
When Lead is created in Copper > Check condition > Create member in Convert Builder
When Form response is created in Convert Builder > Create person in Copper > Create task in Copper
When Form response is created in Convert Builder > Create lead in Copper > Create task in Copper
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Create Your Own Convert Builder & Copper Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Convert Builder & Copper
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Convert Builder is the perfect tool for anyone who wants to grow their business. It is an all-in-one marketing platform allowing you to build landing pages, sales funnels, membership sites and popups in minutes.
See Convert Builder 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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