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Add new Copper leads to ActiveTrail as contacts

Add new Copper leads to ActiveTrail as contacts

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Apps used in template

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Every time a new lead is added on Copper, Make will automatically add a new contact to an ActiveTrail group of your choice.

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Similar templates for inspiration

Create your own workflow

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

ActiveTrail
Add Contact to Group (ExternalID)

Get a contact by external ID and external name. Returns empty response if not found.

Search
ActiveTrail
Add Contact to Mailing List (ExternalID)

Adds one or more contacts to a specific group using externalId and externalName. Limited to 1000 contacts.

Action
ActiveTrail
Add a member to a group

Update a member or create a new member in a group and send a campaign if provided.

Action
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

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