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Your No-code and AI Automation PartnerEnhance lead tracking with Copper CRM
Automate your lead tracking by integrating Copper CRM with Zoom and email marketing tools. Get a consolidated view of all lead interactions, update progress in Trello or Asana, and notify sales reps via Slack for better follow-up.
When a Lead Status Changes
1. Trigger Lead Status Change
Start automation when lead status changes.
Fetch Lead Notes and Emails
2. Gather CRM Data
Collect latest notes and emails from CRM.
Pull Campaign Engagement Data
3. Retrieve Email Data
Get recent campaign interactions for lead.
Retrieve Call Logs and Recordings
4. Connect with Zoom
Fetch call logs related to the lead.
Compile Lead Report
5. Create Lead Report
Compile gathered information into a report.
Update Lead Tracker
6. Create/Update Lead Tracker
Update tracker with compiled insights.
Send Slack Notification
7. Notify Sales Rep
Send update link and key points via Slack.
Log Activity for Compliance
8. Secure Activity Logging
Log all activities for compliance and audit.
- Repeat -
Automation Benefits
Automation Benefits
Leverage the full potential of automation to transform your sales process.
Time Savings
Free up valuable time for your sales team.
Increased Accuracy
Minimize errors with automated data compilation.
Streamlined Workflow
Ensure a seamless flow of information across platforms.
Enhanced Collaboration
Facilitate better communication among team members.
Informed Decision Making
Access to comprehensive insights for strategic planning.
Compliance Assurance
Maintain audit trails and compliance with automated logging.
Features
Key Features
Explore the essential features that make this automation invaluable for sales teams.
- 1Comprehensive Lead Reports
Consolidate all interactions into a single report for clarity.
- 2Automated Lead Tracker Updates
Keep lead progress updated in real-time.
- 3Instant Sales Notifications
Ensure sales reps are promptly informed of updates.
Outcomes
Expected Outcomes
Realize the benefits of an integrated lead tracking system with these outcomes.
25%
Improved Lead Conversion
30%
Enhanced Sales Efficiency
40%
Better Decision Making
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FAQ
Frequently Asked Questions
Find answers to common questions about integrating Copper CRM for lead tracking.
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Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.