StoryChief + Copper Integration

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Copper + StoryChief Integration

Create StoryChief contact for new Copper person

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

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

Create Copper task for new StoryChief contact

Copper and StoryChief are two powerful cloud-based tools that can be used to improve business productivity. Using this Copper - StoryChief integration, you can automatically create task in Copper whenever a new contact is created in StoryChief.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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StoryChief + Copper Integration
1.
  • StoryChief
    Lead is created in StoryChief Instant
  • StoryChief
    Comment is created for story in StoryChief
  • 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.
  • StoryChief
    Create a draft story in StoryChief
  • StoryChief
    Create contact in StoryChief
  • StoryChief
    Search contact in StoryChief
  • StoryChief
    Update contact in StoryChief
  • StoryChief
    Create category in StoryChief
  • StoryChief
    Update category in StoryChief
  • StoryChief
    Create user in StoryChief
  • StoryChief
    Update user in StoryChief
  • StoryChief
    Create tag in StoryChief
  • StoryChief
    Update tag in StoryChief
  • 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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