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Copper + OptinMonster

Add new OptinMonster leads to Copper as persons

Effortlessly manage your new leads from OptinMonster by updating or creating new persons in Copper with this seamless workflow. Once set up, every time a new lead is captured in OptinMonster, their information will be sent to Copper, either creating a new person or updating an existing one. This ensures your Copper contacts stay up-to-date with minimal effort and helps maintain a streamlined lead management process.

Effortlessly manage your new leads from OptinMonster by updating or creating new persons in Copper with this seamless workflow. Once set up, every time a new lead is captured in OptinMonster, their information will be sent to Copper, either creating a new person or updating an existing one. This ensures your Copper contacts stay up-to-date with minimal effort and helps maintain a streamlined lead management process.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

    TriggerInstant
  2. automatically do this!
    CopperCopper
    Create/Update Person

    Creates or Updates a Person depending on the match criteria.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • CampaignRequired

    • Integration Display Name

    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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optinmonster logo
optinmonster logo

About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.

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