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Copper + SurveyMethods

Send survey invitations in SurveyMethods for new leads in Copper

Effortlessly follow up with new leads by sending them survey invitations with this Copper and SurveyMethods automation. Whenever you add a new lead in Copper, a survey invitation will be sent to them via SurveyMethods. This workflow helps you engage with your leads in a timely manner, increasing your chances of conversion and providing valuable feedback to improve your services.

Effortlessly follow up with new leads by sending them survey invitations with this Copper and SurveyMethods automation. Whenever you add a new lead in Copper, a survey invitation will be sent to them via SurveyMethods. This workflow helps you engage with your leads in a timely manner, increasing your chances of conversion and providing valuable feedback to improve your services.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    SurveyMethodsSurveyMethods
    Send a Survey Invitation

    Send a survey invitation to an email address.

    ActionWrite
Start free with email
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Supported triggers and actions

What does this mean?
    • 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 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
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    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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surveymethods logo
surveymethods logo

About SurveyMethods

SurveyMethods is a powerful and easy-to-use online survey software tool for survey creation, deployment and analysis.

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