Skip to content
Loading

Canopy + Outgrow

Create Canopy contacts from new Outgrow leads

Effortlessly manage your growing contact list with this seamless workflow between Outgrow and Canopy. When a new lead is captured in Outgrow, the automation will create an individual contact in Canopy, ensuring your contacts are always up-to-date and organized, giving you more time to focus on nurturing those leads and building your business.

Effortlessly manage your growing contact list with this seamless workflow between Outgrow and Canopy. When a new lead is captured in Outgrow, the automation will create an individual contact in Canopy, ensuring your contacts are always up-to-date and organized, giving you more time to focus on nurturing those leads and building your business.

  1. When this happens...
    OutgrowOutgrow
    New Lead

    Triggers when a new lead is created. Works on all Outgrow plans.

    TriggerScheduled
  2. automatically do this!
    CanopyCanopy
    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

    • Calculator / QuizRequired

    Trigger
    Scheduled
    Try It
  • Canopy triggers, actions, and search

    New Business Client

    Triggers when a business client is created.

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

    New Individual Client

    Triggers when a new client is created.

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

    Create Business Client

    Creates a business client.

    Action
    Write

    • Calculator / QuizRequired

    • SegmentRequired

    Trigger
    Scheduled
    Try It
  • Canopy triggers, actions, and search

    Business Client Info Updated

    Triggers when a business client's info is updated.

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

    Individual Client Info Updated

    Triggers when an individual client's info is updated.

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

    Create Individual Client

    Creates a new individual client.

    Action
    Write
canopy logo
canopy logo

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.
Learn more

Related categories

  • Accounting
outgrow logo
outgrow logo

About Outgrow

Outgrow allows you to easily build interactive content like quizzes, calculators, polls, surveys/forms, assessments, chatbots, contests.
Learn moreHelp

Related categories

Similar apps

Formstack integrationsFormstack integrations

Formstack

Forms & Surveys
Jotform integrationsJotform integrations

Jotform

Forms & Surveys
Gravity Forms integrationsGravity Forms integrations

Gravity Forms

Forms & Surveys, WordPress