Copper + Ignition
Create new Ignition clients from new Copper opportunities
Maximize your business efficiency with this workflow. When a new opportunity surfaces in Copper, this setup creates a new client in Ignition immediately, streamlining your client management process. Save time and ensure all your opportunities are swiftly turned into potential business ventures.
Maximize your business efficiency with this workflow. When a new opportunity surfaces in Copper, this setup creates a new client in Ignition immediately, streamlining your client management process. Save time and ensure all your opportunities are swiftly turned into potential business ventures.
- When this happens...New Opportunity
Triggers when an Opportunity is created in Copper.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
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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About Ignition
Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.
