Convertful + Copper Integration

Connect Convertful to Copper - Automate your workflows in 1-click

With Convertful automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Make use of Copper automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Convertful & Copper using Integrately.
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Ready Workflows For Convertful + Copper Integration

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Convertful + Copper Integration

Create Copper person for new Convertful form submission

When someone completes your Convertful, a new person is automatically created in your Copper. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Convertful is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a Convertful - Copper integration set up makes it easy to manage your customer relationships and grow your business.
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Convertful + Copper Integration

Create Copper task for new Convertful form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Copper tasks for new Convertful form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

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 Convertful form submission received today - your customers will thank you for it!
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Convertful + Copper Integration
1.
  • Convertful
    Form is submitted in Convertful

    Triggers the automation whenever a form is filled

    Instant
  • Copper
    Lead is created in Copper

    Triggers the automation whenever a new lead is created

    Instant
  • Copper
    Lead is changed in Copper

    Triggers the automation whenever a lead is updated

    Instant
  • Copper
    Person is created in Copper

    Triggers the automation whenever a new person is created

    Instant
  • Copper
    Person is updated in Copper

    Triggers the automation whenever a person's details are changed

    Instant
  • Copper
    Opportunity is updated in Copper

    Triggers the automation whenever any opportunity is updated

    Instant
  • Copper
    Opportunity is created in Copper

    Triggers the automation whenever any opportunity is updated

    Instant
  • Copper
    Activity is created in Copper

    Triggers the automation whenever a new activity is created

    Instant
  • Copper
    Company is updated in Copper

    Triggers the automation whenever the company's profile is updated

    Instant
  • Copper
    Company is created in Copper

    Triggers the automation whenever a new company is created

    Instant
  • Copper
    Task is created in Copper

    Triggers the automation whenever a new task is created

    Instant
  • Copper
    Task is updated in Copper

    Triggers the automation whenever any task is modified

    Instant
  • Copper
    Project is created in Copper

    Triggers the automation whenever a new project is created

    Instant
  • Copper
    Project is updated in Copper

    Triggers the automation whenever any project is changed

    Instant
2.
  • Copper
    Create lead in Copper

    Automatically generates new leads for potential customers

  • Copper
    Update lead in Copper

    Automatically updates the lead information

  • Copper
    Search lead in Copper

    Automatically retrieves information for a particular lead

  • Copper
    Create person in Copper

    Automatically generates a new person

  • Copper
    Update person in Copper

    Automatically updates the information of a person

  • Copper
    Search person in Copper

    Automatically retrieves information about a person

  • Copper
    Create activity in Copper

    Automatically generates a new activity or task

  • Copper
    Create task in Copper

    Automatically creates a new task

  • Copper
    Search opportunity in Copper

    Automatically searches for a opportunity

  • Copper
    Create opportunity in Copper

    Automatically creates a new instance of the support system

  • Copper
    Update opportunity in Copper

    Automatically updates the opportunity details as needed

  • Copper
    Search company in Copper

    Automatically find information about a company

  • Copper
    Create company in Copper

    Automatically generates a new company profile with given details

  • Copper
    Update company in Copper

    Automatically updates company information

  • Copper
    Create project in Copper

    Automatically creates a new project

  • Copper
    Update project in Copper

    Automatically updates project information

  • Copper
    Search project in Copper

    Automatically searches for a project

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Integrate Convertful & Copper In 1 Click
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