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Advantage Anywhere + Copper

Create contacts in Advantage Anywhere for new leads in Copper

Effortlessly manage your leads and contacts with this Copper to Advantage Anywhere workflow. When a new lead is added in Copper, a contact will be created in Advantage Anywhere, keeping your databases up-to-date and well-organized. Streamline your lead management process and save time with this seamless integration.

Effortlessly manage your leads and contacts with this Copper to Advantage Anywhere workflow. When a new lead is added in Copper, a contact will be created in Advantage Anywhere, keeping your databases up-to-date and well-organized. Streamline your lead management process and save time with this seamless integration.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    Advantage AnywhereAdvantage Anywhere
    Create Contact

    Creates a new contact (i.e. Lead, Prospect, Client)

    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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About Advantage Anywhere

The leads, sales & marketing automation machine: CRM, email, video, print, text, landing pages, social, events, sales funnel…all-in-one!
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Related categories

  • Marketing Automation

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