How to connect Speak2Leads + Copper
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Triggers when a call is finished.Try ItTriggerInstant
Triggers when a new Person is created in Copper.Try ItTriggerInstant
Triggers when a Lead is created in Copper.Try ItTriggerInstant
Lead Phone NumberRequired
Lead First Name
Lead Last Name
Representative Phone Number
Triggers when a new Company is created in Copper.Try ItTriggerInstant
Triggers when an Opportunity is created in Copper.Try ItTriggerInstant
Triggers when a new Project is created in Copper.Try ItTriggerInstant
- 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.