Popular Copper + Squeezify Workflows
Create Copper task for new Squeezify 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 Squeezify form submission received today - your customers will thank you for it!
Create Copper task for new Squeezify 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 Squeezify order
When Contact is created or updated in Squeezify > Search person in Copper > Check any condition > Create lead in Copper
When Contact is created or updated in Squeezify > Search lead in Copper > Check any condition > Create person in Copper
When Contact is created or updated in Squeezify > Search lead in Copper > Check any condition > Create lead in Copper
When Form response is created in Squeezify > Check any condition > Create person in Copper
When Form response is created in Squeezify > Check any condition > Create lead in Copper
When Person is created in Copper > Check condition > Create member in Squeezify
When Lead is created in Copper > Check condition > Create member in Squeezify
When Form response is created in Squeezify > Create person in Copper > Create task in Copper
- 1of5
Create Your Own Copper & Squeezify Integration Without Any Code
Integrate Copper & Squeezify In 1 Click
And Save Time & Money Both
Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!
Want to automate something else in your workflow?
You Can Also Connect Copper or Squeezify 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 IntegrationsSqueezify is an all-in-one platform that helps you build, market and sell your business online. We've got everything you need to start making money online in minutes.
See Squeezify Integrations❤Trusted by 42,000+ Customers
Most upvoted product of the month