Copper + LeadConnector
Update lead stages in LeadConnector and automatically create new leads in Copper
Streamline your sales process with this workflow. When a change occurs in your sales pipeline stage within LeadConnector, a new lead will promptly be created in Copper. This seamless integration provides a real-time solution to keep your team updated, eliminating manual data entry and fostering efficiency in your sales cycle.
Streamline your sales process with this workflow. When a change occurs in your sales pipeline stage within LeadConnector, a new lead will promptly be created in Copper. This seamless integration provides a real-time solution to keep your team updated, eliminating manual data entry and fostering efficiency in your sales cycle.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creates a new Lead.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Entity TypeRequired
Activity TypeRequired
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
New Company
Triggers when a new Company is created in Copper.
Try It
