Copper + Klenty Integration

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Copper + Klenty Integration

Create Klenty contact for new Copper person

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Copper + Klenty 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
  • Klenty
    Link is clicked in Klenty Instant
  • Klenty
    Email is opened in Klenty Instant
  • Klenty
    Email is bounced in Klenty Instant
  • Klenty
    Reply is received in cadence in Klenty Instant
  • Klenty
    Prospect is sent to webhook in Klenty Instant
  • Klenty
    Cadence is completed in Klenty Instant
  • Klenty
    First reply is received in cadence in Klenty Instant
  • Klenty
    Cadence is started in Klenty Instant
  • Klenty
    Prospect has unsubscribed in Klenty 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
  • Klenty
    Create prospect in Klenty
  • Klenty
    Update prospect in Klenty
  • Klenty
    Search prospect in Klenty
  • Klenty
    Change prospect status to 'do-not-contact' in Klenty
  • Klenty
    Unsubscribe prospect in Klenty
  • Klenty
    Start cadence in Klenty
  • Klenty
    Stop cadence in Klenty
  • Klenty
    Resume cadence in Klenty
  • Klenty
    Revert prospect status from 'do-not-contact' in Klenty
  • Klenty
    Stop mails to prospect in Klenty
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