Popular Copper + Optiin Workflows
Create Copper task for new Optiin form submission
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 Optiin form submission received today - your customers will thank you for it!
Create Copper task for new Optiin event
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!
Create Copper task for new Optiin order
When Form response is created in Optiin > Check any condition > Create lead in Copper
When Person is created in Copper > Check condition > Create member in Optiin
When Lead is created in Copper > Check condition > Create member in Optiin
When Form response is created in Optiin > Create person in Copper > Create task in Copper
When Form response is created in Optiin > Create lead in Copper > Create task in Copper
- 1of5
Create Your Own Copper & Optiin Integration Without Any Code
Integrate Copper & Optiin In 1 Click
And Save Time & Money Both
Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!
Want to automate something else in your workflow?
You Can Also Connect Copper or Optiin With 1200+ Other Apps
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.
See Copper IntegrationsOptiin is a website funnel building platform that powers your online business to next level. With user-friendly interface and powerful features, you can create website funnels within minutes with Optiin.
See Optiin Integrations❤Trusted by 42,000+ Customers
Most upvoted product of the month