Copper + Lofty Integration

Connect Copper to Lofty in 1 click

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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
  • Lofty
    Transaction is created or updated in Lofty Instant
  • Lofty
    Lead is created or updated in Lofty Instant
  • Lofty
    Lead pipeline is changed in Lofty Instant
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2.

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Ready Workflows Ready Workflows   for Copper + Lofty Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Copper + Lofty Integration

Create Lofty lead for new Copper person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Copper - Lofty integration, anytime a new Copper person is created, an Lofty lead should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Automations

Top 10 Most Popular Copper Automations from
Integrately Community

Just click on the workflow you want to automate

Copper logo
SMTP logo
Send SMTP email for new Copper person
Activate
Copper logo
Ultramsg logo
Send Ultramsg message for new Copper person
Activate
Formidable Forms logo
Copper logo
Create Copper task for new Formidable Forms form submission
Activate
Copper logo
Relatel logo
Create Relatel dnd for new Copper person
Activate
Google Sheets logo
Copper logo
Create Copper person for new Google Sheets row
Activate
Copper logo
SMTP logo
Send SMTP email for new Copper person
Activate
Copper logo
Ultramsg logo
Send Ultramsg message for new Copper person
Activate
Formidable Forms logo
Copper logo
Create Copper task for new Formidable Forms form submission
Activate
Copper logo
Relatel logo
Create Relatel dnd for new Copper person
Activate
Google Sheets logo
Copper logo
Create Copper person for new Google Sheets row
Activate
WordPress logo
Copper logo
Create Copper person for new WordPress user
Activate
Copper logo
SMS Alert logo
Send SMS Alert message for new Copper task
Copper logo
Push by Techulus logo
Send Push by Techulus message for new Copper task
Copper logo
AiSensy logo
Send AiSensy template message for new Copper task
Copper logo
Ziper logo
Send Ziper message for new Copper task
WordPress logo
Copper logo
Create Copper person for new WordPress user
Activate
Copper logo
SMS Alert logo
Send SMS Alert message for new Copper task
Copper logo
Push by Techulus logo
Send Push by Techulus message for new Copper task
Copper logo
AiSensy logo
Send AiSensy template message for new Copper task
Copper logo
Ziper logo
Send Ziper message for new Copper task

Top 10 Most Popular Lofty Automations from
Integrately Community

Most popularmost-popular-automations
01
Google Sheets logo
Lofty logo
Create Lofty lead for new Google Sheets row
02
HubSpot logo
Lofty logo
Create Lofty lead for new HubSpot contact
03
CompanyHub logo
Lofty logo
Create Lofty lead for new CompanyHub contact
04
CompanyHub logo
Lofty logo
Create Lofty lead for new CompanyHub record
05
MailerLite Classic logo
Lofty logo
Create Lofty lead for new MailerLite Classic contact
cloud
Lofty
app integration
06
awork logo
Lofty logo
Create Lofty lead for new awork client
07
MailBluster logo
Lofty logo
Create Lofty lead from new MailBluster order
08
Checkfront logo
Lofty logo
Update Lofty lead from new Checkfront event
09
Jumpseller logo
Lofty logo
Create Lofty lead from new Jumpseller contact
10
Jumpseller logo
Lofty logo
Update Lofty lead from updated Jumpseller contact
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Copper or Lofty With 1400+ Other Apps

Copper
Copper
Copper is a CRM that helps you turn relationships into revenue, and it does this by automating all the busywork in your sales pipeline so you can focus on what matters: building relationships with customers.
Lofty
Lofty
Lofty is the technology platform that helps real estate agents sell more homes. Lofty enhances agent productivity, automates routine tasks and creates a seamless experience for customers.