Smoove + Copper Integration

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Copper + Smoove Integration

Create Smoove contact for new Copper person

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Smoove + Copper Integration

Create Copper person for new Smoove lead

When someone completes your Smoove, a new person is automatically created in your Copper. This way, you can quickly follow up with the lead and turn them into a customer!

Plus, all of the information from the Smoove is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a Smoove - Copper integration set up makes it easy to manage your customer relationships and grow your business.
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Smoove + Copper Integration

Create Copper task for new Smoove lead

It's important to stay on top of your customer relationships, and one way to do that is to create Copper tasks for new Smoove leads 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 Smoove lead received today - your customers will thank you for it!
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Smoove + Copper Integration
1.
  • Smoove
    New lead in Smoove
  • Smoove
    New subscriber is created in Smoove
  • Smoove
    List is created in Smoove
  • Smoove
    Subscriber reached seniority in Smoove
  • Smoove
    New form is created in Smoove
  • Copper
    Lead is created in Copper Instant
  • Copper
    Lead is changed in Copper Instant
  • Copper
    Person is created in Copper Instant
  • Copper
    Person is changed in Copper Instant
  • Copper
    Opportunity is changed in Copper Instant
  • Copper
    Opportunity is created in Copper Instant
  • Copper
    Activity is created in Copper Instant
  • Copper
    Company is changed in Copper Instant
  • Copper
    Company is created in Copper Instant
  • Copper
    Task is created in Copper Instant
  • Copper
    Task is changed in Copper Instant
  • Copper
    Project is created in Copper Instant
  • Copper
    Project is changed in Copper Instant
2.
  • Smoove
    Add or Update Subscriber in Smoove
  • Smoove
    Search contact in Smoove
  • Smoove
    Unsubscribe a contact in Smoove
  • Smoove
    Create a new list in Smoove
  • 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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