Create a Copper person when a new ActiveDEMAND contact is created
About
Every time a new ActiveDEMAND contact is created, Make will automatically create a Copper person (if it doesn't already exist).
Apps Included
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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.
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.
FAQ