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Copper + Interact

Create tasks in Copper for new leads from Interact

Effortlessly manage your leads by connecting Interact with Copper using this workflow. Whenever a new lead is generated in Interact, a task will be created in Copper, ensuring you never miss a potential opportunity. Save time and streamline your sales process with this seamless automation.

Effortlessly manage your leads by connecting Interact with Copper using this workflow. Whenever a new lead is generated in Interact, a task will be created in Copper, ensuring you never miss a potential opportunity. Save time and streamline your sales process with this seamless automation.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    CopperCopper
    Create Task

    Creates a new Task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QuizRequired

    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
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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interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.

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