Copper
Copper is a Customer Relationship Management tool that helps users manage, grow, and strengthen their customer leads and relationships. The platform can be integrated with numerous applications that help users to follow-up on deals and reach out to contacts.
Copper Survey Integration: Use Cases
Copper survey integration makes it easy to grow and manage new leads and strengthen existing customer relationships. Trigger a survey when a new lead, new project, and a new task is created. Generate leads and create projects after form submission.
Trigger a survey when a new lead is created
Trigger a survey when a new lead is created. Manage, strengthen, and improve customer leads at ease using Copper survey integration
Trigger a survey when a new project is created
Trigger a survey when a new project is created. Organize and manage the progression after a new project is created. Customize the fields and move a project from open to closed as and when done.
Trigger a survey when a new task is created
Trigger a survey when a new task is created. Create single, scheduled, and recurring tasks by setting dates and prioritizing events and actions. Add descriptions and tags to add visibility to tasks.
Generate leads from survey submissions
Generate leads from survey submissions. Add more leads by filling the required fields in the dialog boxes to create new opportunities for better sales.
Create a project from survey submissions
Create a project from survey submissions. Fill the necessary fields to create and save a project, after which file submissions are possible.
