Copper + dotdigital Integration

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Popular Copper + dotdigital Workflows

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Copper + dotdigital Integration

Create dotdigital contact for new Copper person

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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dotdigital + Copper Integration

Create Copper person for new dotdigital survey response

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

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

Create Copper task for new dotdigital survey 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 dotdigital survey 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 dotdigital survey response received today - your customers will thank you for it!
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Copper + dotdigital 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 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
  • dotdigital
    Survey response is received in dotdigital
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
  • dotdigital
    Add contact to address book in dotdigital
  • dotdigital
    Create contact in dotdigital
  • dotdigital
    Search contact in dotdigital
  • dotdigital
    Update contact in dotdigital
  • dotdigital
    Unsubscribe contact in dotdigital
  • dotdigital
    Enrol contact in program in dotdigital
  • dotdigital
    Create contact data field in dotdigital
  • dotdigital
    Create address book in dotdigital
  • dotdigital
    Refresh segment in dotdigital
  • dotdigital
    Send transactional email in dotdigital
  • dotdigital
    Send campaign in dotdigital
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