Copper and Mailjet automations — Sales & Leads

Ready-made scenarios where Copper and Mailjet work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

60 scenarios

New emails in Mailjet — Contacts in Copper
New deals in Copper — Sending emails in Mailjet
Stage change: deals in copper — Sending emails in Mailjet
New emails in Mailjet — Deleting leads in Copper
New emails in Mailjet — Leads in Copper
New emails in Mailjet — Updating deals in Copper
New emails in Mailjet — Updating leads in Copper
New emails in Mailjet — Deals in Copper
New emails in Mailjet — Updating contacts in Copper
New emails in Mailjet — Deleting contacts in Copper
Contacts from Copper into Mailjet audiences
New contacts in Copper — Running apis in Mailjet
New emails in Mailjet — Contacts in Copper
New Copper contacts — into Mailjet audiences
New emails in Mailjet — Leads in Copper — variant 2
New deals in Copper — Sending emails in Mailjet
Mailjet events update deals in Copper
Website leads greeted — email, CRM, team alert
Deal notes from emails — into your CRM automatically
Form leads straight into the CRM
An instant personal reply to every new lead
Route each new order into your CRM, invoices, and mailing list
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
A follow-up email after a canceled meeting — automatically
Open-house visitors into your CRM and into an email, right after the visit
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Morning briefs for your meetings — who and where from
Capture and route leads from every channel
A brief on the counterpart's company before a call
Re-engage stalled leads with a ready-made email
CRM data quality audit, delivered to your inbox
Automatic lead qualification in Copper
Automatic follow-ups on stalled deals
A brief on the person and their company before a call
B2B prospect search and personal outreach — on autopilot
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Turn website chat into qualified leads in your CRM
CRM deals synced to a sheet, with a daily email summary
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring — a task for the rep only on the strong ones
Client onboarding from a single form: project, tasks, contract, channel
A chat that captures the lead and books the demo
Lead gathering and drafted emails for approval, sending the approved
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance
An AI assistant over your CRM in any messenger