Create a lead in Close when a new person is detected in Copper

■Overview

Do you manually transfer customer information managed in Copper to Close for sales activities? This task is not only time-consuming but can also lead to human errors such as data entry mistakes. With this workflow, a lead is automatically created in Close whenever a new Person is added to Copper, streamlining data integration between Copper and Close and reducing manual work.

■Who is this template recommended for?

• Anyone using Copper and Close who finds it difficult to connect data between the two tools
• Anyone who wants to quickly reflect customer information managed in Copper in their sales activities in Close
• Anyone looking to improve operational efficiency by eliminating manual data entry errors between Copper and Close

■Benefits of using this template

• A lead is automatically created in Close whenever a new Person is added to Copper, reducing the time previously spent on manual data entry.
• By eliminating the need to manually transfer data, you can prevent human errors such as incorrect or missing information when entering data between Copper and Close.

■Workflow steps

1. First, connect Close and Copper to Yoom.
2. Next, select Copper as the trigger and set the action to “When a new Person is created.”
3. Then, set the Copper operation to “Get Person information” to retrieve the details of the Person detected by the trigger.
4. Finally, set the Close operation to “Create a lead” to create a lead based on the information retrieved in the previous step.

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.

■Customization options

• For the Close “Create a lead” action, choose which Close fields should contain the Person information retrieved from Copper, such as their name, email address, and company name.

■Notes

• ‍‍Connect both Copper and Close to Yoom.