Send a Go4clients Email to a Lead Created in Copper
About
Every time a new lead is created in Copper, Make will automatically send an email with Go4clients.
Apps Included
Similar templates for inspiration
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.
List all contacts in Google Sheets meeting specified criteria and create a link for each contact using Rebrandly. Contain the Rebrandly link in the e-mail for the recipient. Add the record with the e-mail address together with the Rebrandly link in Google Sheets, so this scenario can find which person clicked on the link.
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new contact in ActiveTrail. The template uses this example spreadsheet.
Every time a contact is created in Ontraport using an Ontraport form, Make will automatically add the contact to your Google Sheets spreadsheet.
The template uses this Ontraport form and this Google Sheets spreadsheet.
When a new row is added to Google Sheets Spreadsheet, Go4Clients will send a personalized Call to the recipient. You could use your own audio or use Text2Speech. The template uses this example spreadsheet.
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.
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.
FAQ