Send Go4Clients DRIP ( combination of CALL + SMS + EMAIL in any order) to a lead created in Copper
Apps used in template
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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.
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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.
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