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ActiveCampaign + Copper

Add notes to ActiveCampaign contacts when new companies are created in Copper

Effortlessly keep track of new companies in Copper by adding contact notes in ActiveCampaign with this seamless workflow. Whenever a new company is created in Copper, a contact note will be added in ActiveCampaign, enabling you to maintain updated records and stay organized. Boost your CRM efficiency by connecting Copper and ActiveCampaign with this time-saving automation.

Effortlessly keep track of new companies in Copper by adding contact notes in ActiveCampaign with this seamless workflow. Whenever a new company is created in Copper, a contact note will be added in ActiveCampaign, enabling you to maintain updated records and stay organized. Boost your CRM efficiency by connecting Copper and ActiveCampaign with this time-saving automation.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Add Contact Note

    Adds new contact note.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
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activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
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Related categories

  • Marketing Automation

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