Copper + crm4 solution

Update persons in Copper and add customer campaigns in crm4 solution

Effortlessly streamline your customer onboarding process with this Copper and CRM4 solution workflow. When a person is updated in Copper, it will instantly add them to a customer campaign in CRM4 solution. This way, you can ensure timely and targeted communication, boosting customer engagement and retention.

Effortlessly streamline your customer onboarding process with this Copper and CRM4 solution workflow. When a person is updated in Copper, it will instantly add them to a customer campaign in CRM4 solution. This way, you can ensure timely and targeted communication, boosting customer engagement and retention.

  1. When this happens...
    CopperCopper
    Updated Person

    Triggers when a Person is changed.

    TriggerInstant
  2. automatically do this!
    crm4 solutioncrm4 solution
    Add Customer Campaign

    Add new Customer in Campaign

    ActionWrite
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Supported triggers and actions

  • 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
copper logo
copper logo

About Copper

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

Related categories

  • CRM (Customer Relationship Management)

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crm4-solution logo
crm4-solution logo

About crm4 solution

crm4 is a software for call center outbound.

Related categories

  • Phone & SMS