Go4Clients and Copper integrations

Connecting Go4Clients and Copper on Make

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Connect Go4Clients and Copper with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Go4Clients and Copper to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Build your Go4Clients and Copper integrations.

Create custom Go4Clients and Copper workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Convert Lead

Converts a selected lead to a person in the system (optionally assigns company and opportunity).

Action

Create Activity

Creates a new activity.

Action

Create Company

Creates a new company.

Action

Create Connection

Use connect fields to create custom relationships between records. Common examples include keeping track of the relationship between parent/child companies, people to people referrals, assignments, managers, investors and more.

Action

Create Lead

Creates a new lead.

Action

Create Opportunity

Creates a new opportunity.

Action

Create Person

Creates a new person.

Action

Create Project

Creates a new project.

Action

Create Task

Creates a new task.

Action

Popular Go4Clients and Copper workflows.

Looking to get more out of Go4Clients and Copper? With Make you can visually integrate Go4Clients and Copper into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Add Facebook Lead Ads lead into Copper, send an Email, and trigger a Drip (Call SMS Email) to the lead via Go4Clients

When you get a new response to your Facebook Lead Ads form, Make will automatically create the lead in Copper. Then, Go4Clients will send an email notification to your sales representative , and will trigger a DRIP ( Call, SMS and Email ) to the lead. The call could include IVR to transfer the call to one of your sales representatives. You can close the sale immediately.

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Create a Copper Activities from Finished Go4Clients calls

Every time you make or receive a call from a specific number via Go4Clients, Make will automatically create a new activity in Copper

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Add new copper leads to Active Campaign Sending Go4Clients Drip

Every time a new lead is added on Copper, Make will automatically add a new contact in active campaign

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Add new copper leads to Active Campaign Sending Go4Clients Calls

Every time a new lead is added on Copper, Make will automatically add a new contact in active campaign

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Add new copper leads to Active Campaign Sending Go4Clients Email

Every time a new lead is added on Copper, Make will automatically add a new contact in active campaing

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Add new copper leads to Active Campaign Sending Go4Clients SMS

Every time a new lead is added on Copper, Make will automatically add a new contact in active campaign

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Send Go4Clients personalized Call when a lead created in Copper

When a lead is created in Copper, Go4Clients will send a personalized Call to the lead. You could use your own audio or use Text2Speech

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Send Go4Clients DRIP ( combination of CALL + SMS + EMAIL in any order) to a lead created in Copper

When a lead is created in Copper, Go4Clients will send a DRIP ( combination of EMAIL + SMS + Call in any order ) to the lead. The call could include IVR to transfer the call to one of your sales representatives. You can close the sale immediately.

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Send a Go4clients Email to a Lead Created in Copper

Every time a new lead is created in Copper, Make will automatically send an email with Go4clients.

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