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Copper + Yobi

Send sms messages for new Copper leads using Yobi

Instantly engage with new leads by sending them an SMS right when they enter Copper. This workflow will fire up whenever there's a new lead within your Copper app, and swiftly send them an SMS using Yobi, ensuring a personalized and timely communication. Boost your lead nurturing process and keep them interested with minimal effort.

Instantly engage with new leads by sending them an SMS right when they enter Copper. This workflow will fire up whenever there's a new lead within your Copper app, and swiftly send them an SMS using Yobi, ensuring a personalized and timely communication. Boost your lead nurturing process and keep them interested with minimal effort.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    YobiYobi
    Send SMS

    send sms from yobi

    ActionWrite
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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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yobi logo
yobi logo

About Yobi

With Yobi you can make calls, send SMS messages and respond to Social Media messages in one app.

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