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Go4Clients
Copper

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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CRM
Email Marketing
Landing Pages
Marketing Automation & Sales Funnels

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.

Copper
Convert Lead

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

Action
Copper
Create Activity

Creates a new activity.

Action
Copper
Create Company

Creates a new company.

Action
Copper
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
Copper
Create Lead

Creates a new lead.

Action
Copper
Create Opportunity

Creates a new opportunity.

Action
Copper
Create Person

Creates a new person.

Action
Copper
Create Project

Creates a new project.

Action
Copper
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.

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