Canopy + OptinMonster

Create Canopy business contacts from new OptinMonster leads

Easily manage your new leads from OptinMonster by creating business contacts in Canopy with this seamless workflow. When a new lead is captured in OptinMonster, a business contact in Canopy will be created, ensuring all your lead information is properly organized and easily accessible. Save time and stay organized with this efficient automation.

When this happens...
New Lead
Triggers when a new lead is added to a campaign.
TriggerInstant
automatically do this!
ActionWrite

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Supported triggers and actions

What does this mean?

- CampaignRequired
- Integration Display Name
Trigger
Instant
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Business Client Info Updated
Triggers when a business client's info is updated.
Trigger
Instant
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Individual Client Info Updated
Triggers when an individual client's info is updated.
Trigger
Instant
Try It
Create Individual Client
Creates a new individual client.
Action
Write
Update Individual Client
Updates a new individual client.
Action
Write

- First Name
- Last Name
- Email Address
- External ID
Action
Search
- First Name
- Last Name
- Email Address
- External ID
Action
Search or write

New Business Client
Triggers when a business client is created.
Trigger
Instant
Try It
New Individual Client
Triggers when a new client is created.
Trigger
Instant
Try It
Create Business Client
Creates a business client.
Action
Write
Update Business Client
updates a business client.
Action
Write
- Business Name
- Email Address
- External ID
Action
Search
- Business Name
- Email Address
- External ID
Action
Search or write

About Canopy

Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.

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