Create a Copper Activities from Finished Go4Clients calls
Create a Copper Activities from Finished Go4Clients calls
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About
Every time you make or receive a call from a specific number via Go4Clients, Make will automatically create a new activity in Copper
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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"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
