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Copper + ForceManager

Create ForceManager calendar items from new Copper leads

Efficiently manage your leads and keep track of important appointments with this Copper to ForceManager workflow. When a new lead is added in Copper, it will create a calendar item in ForceManager, ensuring your sales team is promptly notified of upcoming meetings and tasks. Stay organized and streamline your sales process with this easy-to-implement automation.

Efficiently manage your leads and keep track of important appointments with this Copper to ForceManager workflow. When a new lead is added in Copper, it will create a calendar item in ForceManager, ensuring your sales team is promptly notified of upcoming meetings and tasks. Stay organized and streamline your sales process with this easy-to-implement automation.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    ForceManagerForceManager
    Create Calendar Item

    Creates a new calendar item.

    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
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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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forcemanager logo
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About ForceManager

ForceManager is a mobile CRM that allows you to measure, analyse and improve your sales team’s performance.

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