Copper + LeadConnector
Trigger new people in Copper when pipeline stages change in LeadConnector
This workflow streamlines and organizes your sales process by creating a new contact in Copper as a standard step when a pipeline stage changes in LeadConnector. Capture all necessary contact details instantly and make sure no lead slips through the cracks. Experience seamless sales automation that helps you keep your focus on closing deals, not manual data entry.
This workflow streamlines and organizes your sales process by creating a new contact in Copper as a standard step when a pipeline stage changes in LeadConnector. Capture all necessary contact details instantly and make sure no lead slips through the cracks. Experience seamless sales automation that helps you keep your focus on closing deals, not manual data entry.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Person
Creates a new Person.
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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.
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