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Go4Clients
Copper

Create a Copper Activities from Finished Go4Clients calls

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Every time you make or receive a call from a specific number via Go4Clients, Make will automatically create a new activity in Copper

Apps Included

Categories
CRM
Marketing Automation & Sales Funnels
Email Marketing
Multichannel Communication

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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.

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Converts a selected lead to a person in the system (optionally assigns company and opportunity).

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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.

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Creates a new lead.

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Create Opportunity

Creates a new opportunity.

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Create Person

Creates a new person.

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Create Project

Creates a new project.

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Create Task

Creates a new task.

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