Connect Go4Clients and Copper integrations
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.
Send an automation created in Go4Clients Platform, using Voice as start unit.
Send an automation created in Go4Clients Platform, using email as start unit.
Send an automation created in Go4Clients Platform, using SMS as start unit
Send a Text-to-Speech call to a mobile phone or a landline.
Send an email to one or more recipients.
Send an SMS to a number or list of numbers and add short links or landing pages
Converts a selected lead to a person in the system (optionally assigns company and opportunity).
Creates a new activity.
Creates a new company.
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.
Creates a new lead.
Creates a new opportunity.
Creates a new person.
Creates a new project.
Creates a new task.
Gets details for a selected activity ID.
Gets details for a selected company ID.
Gets details for a selected lead ID.
Gets details for a selected opportunity ID.
Gets details for a selected person ID.
Gets details for a selected project ID.
Gets details for a selected task ID.
Gets details for a selected user ID.
Relates People and Opportunities to each other.
Relates Leads, People, Companies, Opportunities, Projects, and Tasks to each other.
Removes the activity with a given ID.
Removes the company with a given ID.
Removes the lead with a given ID.
Removes the opportunity with a given ID.
Removes a related opportunity from a person.
Removes the person with a selected ID.
Removes the project with a selected ID.
Removes the task with a selected ID.
Removes the webhook subscription with a selected ID.
Updates a selected company.
Updates a selected lead.
Updates a selected opportunity.
Updates a selected person.
Updates a selected project.
Updates a selected task.
Lists all activities related to a connected account.
Lists all companies related to a connected account.
Lists all activities for a selected company.
Lists all leads related to a connected account.
Lists all activities related to a connected account.
Lists all opportunities related to a connected account.
Lists all people related to a connected account.
Lists all activities of a selected person.
Lists all projects related to a connected account.
Lists all tasks related to a connected account.
Lists all users related to a connected account.
Shows all opportunities related to the person with a selected ID.
Shows all records related to the person with a selected ID.
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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.
Converts a selected lead to a person in the system (optionally assigns company and opportunity).
Creates a new activity.
Creates a new company.
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.
Creates a new lead.
Creates a new opportunity.
Creates a new person.
Creates a new project.
Creates a new task.
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.
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
TRY IT ->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
TRY IT ->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
TRY IT ->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
TRY IT ->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
TRY IT ->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.
TRY IT ->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
TRY IT ->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.
TRY IT ->Send Go4Clients personalized SMS to a lead created in Copper
When a lead is created in Copper, Go4Clients will send a personalized SMS to the lead
TRY IT ->
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