Peak Funnels + Copper Integration

Connect Peak Funnels to Copper - Automate your workflows in 1-click

Set up Peak Funnels automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of Copper automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Peak Funnels + Copper integration.
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Ready Workflows For Peak Funnels + Copper Integration

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Peak Funnels + Copper Integration

Create Copper task for new Peak Funnels form 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 Peak Funnels form 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 Peak Funnels form response received today - your customers will thank you for it!
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Peak Funnels + Copper Integration

Create Copper task for new Peak Funnels event

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 Peak Funnels 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!
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Create Your Own Peak Funnels & Copper Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
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Peak Funnels + Copper Integration
1.
  • Peak Funnels
    Contact is created or updated in Peak Funnels

    Triggers the automation when a contact is created or updated

    Instant
  • Peak Funnels
    Booking is created in Peak Funnels

    Triggers the automation when a new booking is created

    Instant
  • Peak Funnels
    Order is created in Peak Funnels

    Triggers the automation when a new order is created

    Instant
  • Peak Funnels
    Order is updated in Peak Funnels

    Triggers the automation when any order is updated

    Instant
  • Peak Funnels
    Form response is created in Peak Funnels

    Triggers the automation when a form is filled

    Instant
  • Peak Funnels
    Product is created in Peak Funnels

    Triggers the automation when a new product is created

    Instant
  • Peak Funnels
    Product is updated in Peak Funnels

    Triggers the automation when a product is updated

    Instant
  • Copper
    Lead is created in Copper

    Triggers the automation when a new lead is created

    Instant
  • Copper
    Lead is changed in Copper

    Triggers the automation when a lead is updated

    Instant
  • Copper
    Person is created in Copper

    Triggers the automation when a new person is created

    Instant
  • Copper
    Person is updated in Copper

    Triggers the automation when a person's details are changed

    Instant
  • Copper
    Opportunity is updated in Copper

    Triggers the automation when any opportunity is updated

    Instant
  • Copper
    Opportunity is created in Copper

    Triggers the automation when any opportunity is updated

    Instant
  • Copper
    Activity is created in Copper

    Triggers the automation when a new activity is created

    Instant
  • Copper
    Company is updated in Copper

    Triggers the automation when the company's profile is updated

    Instant
  • Copper
    Company is created in Copper

    Triggers the automation when a new company is created

    Instant
  • Copper
    Task is created in Copper

    Triggers the automation when a new task is created

    Instant
  • Copper
    Task is updated in Copper

    Triggers the automation when any task is modified

    Instant
  • Copper
    Project is created in Copper

    Triggers the automation when a new project is created

    Instant
  • Copper
    Project is updated in Copper

    Triggers the automation when any project is changed

    Instant
2.
  • Peak Funnels
    Delete contact in Peak Funnels

    Removes a contact from the address book

  • Peak Funnels
    Search contact in Peak Funnels

    Finds and retrieves contact information

  • Peak Funnels
    Update contact in Peak Funnels

    Updates contact information with new details

  • Peak Funnels
    Create contact in Peak Funnels

    Adds a new contact to the database

  • Peak Funnels
    Create product in Peak Funnels

    Generates and launch new products

  • Peak Funnels
    Update product in Peak Funnels

    Updates product information

  • Peak Funnels
    Search product in Peak Funnels

    Searches for a product

  • Peak Funnels
    Create member in Peak Funnels

    Adds a new member to the system

  • Peak Funnels
    Delete member in Peak Funnels

    Removes a member from the system

  • Peak Funnels
    Update member in Peak Funnels

    Updates a member's information

  • Peak Funnels
    Create member group in Peak Funnels

    Creates a new group of members

  • Peak Funnels
    Update member group in Peak Funnels

    Updates the particular member group

  • Peak Funnels
    Delete member group in Peak Funnels

    Deletes a member group

  • Copper
    Create lead in Copper

    Generates new leads for potential customers

  • Copper
    Update lead in Copper

    Updates the lead information

  • Copper
    Search lead in Copper

    Retrieves information for a particular lead

  • Copper
    Create person in Copper

    Generates a new person

  • Copper
    Update person in Copper

    Updates the information of a person

  • Copper
    Search person in Copper

    Retrieves information about a person

  • Copper
    Create activity in Copper

    Generates a new activity or task

  • Copper
    Create task in Copper

    Creates a new task

  • Copper
    Search opportunity in Copper

    Searches for a opportunity

  • Copper
    Create opportunity in Copper

    Creates a new instance of the support system

  • Copper
    Update opportunity in Copper

    Updates the opportunity details as needed

  • Copper
    Search company in Copper

    Finds information about a company

  • Copper
    Create company in Copper

    Generates a new company profile with given details

  • Copper
    Update company in Copper

    Updates company information

  • Copper
    Create project in Copper

    Creates a new project

  • Copper
    Update project in Copper

    Updates project information

  • Copper
    Search project in Copper

    Searches for a project

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Integrate Peak Funnels & Copper 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 Peak Funnels or Copper With 1200+ Other Apps

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Peak Funnels is the all-in-one platform for your business. With everything you need built right in, there's no need for costly plug-ins or integrations. It helps build high-converting sales funnels and engage with your clients in a whole new way.

See Peak Funnels Integrations
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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 Integrations

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