Copper + Sympla Integration

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Sympla + Copper Integration

Create Copper person from new Sympla attendee

Creating an event in Sympla is a great way to bring together people who share a common interest. But what happens when you want to keep track of all the attendees of your event?

The answer is simple. You use this Sympla - Copper integration to create a new person in Copper for each person who registers for your event through Sympla. This will help you stay organized and easily keep track of your attendees' information.

It also helps track event participation and keep your marketing efforts targeted. So just click activate and start automating your event management process!
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Sympla + Copper Integration

Create Copper task for new Sympla event

Creating a task in Copper for every event created in Sympla can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since Sympla is often used to manage large or multi-day events, having Copper record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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Sympla + Copper Integration

Create Copper person for new Sympla order

If you're using Sympla to manage your events, you'll want to make sure that your Copper person are updated with the latest information. When a order is added to an event in Sympla, a new person will be created in Copper automatically. This makes it easy to keep track of your sales pipeline and track event success.
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Copper + Sympla Integration
1.
  • 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
  • Sympla
    Event is created in Sympla
  • Sympla
    Order is generated in Sympla
  • Sympla
    Attendee is generated in Sympla
2.
  • 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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