Copper + Folioze Integration

It's important to stay on top of your customer relationships, and one way to do that is to create Copper tasks for new Folioze 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 Folioze form submission received today - your customers will thank you for it!

Creating task in Copper is a great way to keep track of task that need to be completed when an event is created in your Folioze account.

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!