Convertri + Copper Integration

Connect Convertri to Copper in 1 click

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Popular Convertri + Copper Workflows

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Convertri + Copper Integration

Create Copper person for new Convertri response

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

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

Create Copper task for new Convertri response

It's important to stay on top of your customer relationships, and one way to do that is to create Copper tasks for new Convertri responses 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 Convertri response received today - your customers will thank you for it!
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Convertri + Copper Integration
1.
  • Convertri
    Purchase is added in Convertri Instant
  • Convertri
    Form is submitted in Convertri Instant
  • Copper
    Lead is created in Copper Instant
  • Copper
    Lead is changed in Copper Instant
  • Copper
    Person is created in Copper Instant
  • Copper
    Person is updated in Copper Instant
  • Copper
    Opportunity is updated in Copper Instant
  • Copper
    Opportunity is created in Copper Instant
  • Copper
    Activity is created in Copper Instant
  • Copper
    Company is updated in Copper Instant
  • Copper
    Company is created in Copper Instant
  • Copper
    Task is created in Copper Instant
  • Copper
    Task is updated in Copper Instant
  • Copper
    Project is created in Copper Instant
  • Copper
    Project is updated 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
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