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ChatBot + Copper

Add Copper CRM leads for new ChatBot messages

This workflow will allow you to save all leads collected by the bot to Copper CRM. Save all contact details collected during the chat to the attributes and add them directly to the corresponding Copper CRM contact fields.

This workflow will allow you to save all leads collected by the bot to Copper CRM. Save all contact details collected during the chat to the attributes and add them directly to the corresponding Copper CRM contact fields.

  1. When this happens...
    ChatBotChatBot
    New Message

    Triggers when a user sends a message that triggers the chosen interaction.

    TriggerInstant
  2. automatically do this!
    CopperCopper
    Create Lead

    Creates a new Lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • ChatBot triggers, actions, and search

    New Message

    Triggers when a user sends a message that triggers the chosen interaction.

    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
    • 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
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About ChatBot

ChatBot is a universal and comprehensive framework for building modern AI chatbots. It can be used by total beginners as well as advanced developers.
Learn moreHelp

Related categories

  • AI Tools
  • Customer Support
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About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

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