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Copper
ActiveTrail

Add new Copper leads to ActiveTrail as contacts

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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.

Apps Included

Categories
Marketing Automation & Sales Funnels
Email Marketing
Landing Pages
SMS & Phone

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

Google Sheets
Endorsal
Create new contacts in Endorsal from new rows in Google Sheets

This template periodically checks for new rows in a Google Sheets spreadsheet and uploads the new rows as new contacts into Endorsal.

The template is using this sample Google Sheets spreadsheet - you can make a copy of it if you'd like to.

The template is scheduled to run daily at 8:00 am. You can change the schedule after you set up the template.

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 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
Copper
Create Person

Creates a new person.

Action
Copper
Create Project

Creates a new project.

Action

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