Copper + Instantly
Create new Copper opportunities from Instantly events
Accelerate your sales process by turning new events in Instantly into opportunities in Copper. With this workflow, whenever a new event occurs in Instantly, an opportunity is instantly created in Copper. This automation not only streamlines your work but also helps you to save time by eliminating manual data input, allowing you to focus more on closing deals and less on administrative tasks.
Accelerate your sales process by turning new events in Instantly into opportunities in Copper. With this workflow, whenever a new event occurs in Instantly, an opportunity is instantly created in Copper. This automation not only streamlines your work but also helps you to save time by eliminating manual data input, allowing you to focus more on closing deals and less on administrative tasks.
- When this happens...New Event
Triggers when activity occurs in your Instantly workspace. This could be an email being sent, a new reply or bounce being detected, or a lead unsubscribing or opening your emails.
- automatically do this!Create Opportunity
Creates a new Opportunity.
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Campaign
Event Type
Try ItCampaignRequired
TagRequired
CampaignRequired
Ignore if lead exists in other campaigns
Launch campaign if it is paused or completed
Email addressRequired
First Name
Last Name
Company Name
Personalization
Custom Variables
Campaign
Email AddressRequired
Email accountsRequired
TagRequired
Email or domainRequired
Tag LabelRequired
Tag Description
Email accountsRequired
TagRequired
