How to connect Speak2Leads + Copper
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Call Finished
Triggers when a call is finished.
Try ItEntity TypeRequired
Activity TypeRequired
Try ItNew Person
Triggers when a new Person is created in Copper.
Try ItNew Lead
Triggers when a Lead is created in Copper.
Try It
AccountRequired
Lead Phone NumberRequired
Lead First Name
Lead Last Name
Lead Email
Lead Location
Lead Address
Lead City
Lead State
Lead Zip
Lead Source
Lead Interest
Lead Company
Lead Keywords
Lead Comments
Vendor LeadId
Call Delay
Representative Phone Number
New Company
Triggers when a new Company is created in Copper.
Try ItNew Opportunity
Triggers when an Opportunity is created in Copper.
Try ItNew Project
Triggers when a new Project is created in Copper.
Try It
How Speak2Leads + Copper Integrations Work
- Step 1: Authenticate Speak2Leads and Copper.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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