Phone.com + Copper Integration

Connect Phone.com to Copper - Automate your workflows in 1-click

Set up Phone.com automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. Make use of Copper automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Phone.com & Copper using Integrately.
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Ready Workflows For Phone.com + Copper Integration

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Copper + Phone.com Integration

Create Phone.com contact for new Copper person

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Create Your Own Phone.com & Copper Integration Without Any Code

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2. Select what action you want to automate
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Phone.com + Copper Integration
1.
  • Phone.com
    Call recording is created in Phone.com Instant
  • Phone.com
    SMS is recived in Phone.com Instant
  • Phone.com
    Call is completed in Phone.com Instant
  • Phone.com
    SMS is sent in Phone.com Instant
  • Phone.com
    Call log record is created in Phone.com Instant
  • Phone.com
    Call is created in Phone.com Instant
  • 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
2.
  • Phone.com
    Search contact in Phone.com
  • Phone.com
    Send SMS in Phone.com
  • Phone.com
    Create Contact in Phone.com
  • 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
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Integrate Phone.com & Copper In 1 Click
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