Send Go4Clients personalized Call when a lead created in Copper
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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
Apps Included
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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.
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