Copper and Mautic automations — Sales & Leads

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

119 scenarios

New Mautic projects become tasks in Copper
New CRM deal, task in your task manager
New leads in Copper — Updating companies in Mautic
Stage change: deals in copper — Contacts in Mautic
Updated companies in Copper — Updating contacts in Mautic
New deals in Copper — Contacts in Mautic
New Copper contacts show up in Mautic
Deal moves a stage in Mautic — a task appears in Copper
Stage change: deals in copper — Sending emails in Mautic
New deals in Copper — Sending emails in Mautic
New lead in Mautic becomes a task in Copper
New contacts in Copper — Updating contacts in Mautic
Updated contacts in Copper — Updating contacts in Mautic
New contacts in Mautic — Updating deals in Copper
Copper customers land in your address book
Mautic submissions become tasks in Copper
New companies in Copper — Deleting contacts in Mautic
New companies in Copper — Finding contacts in Mautic
New contacts in Copper — Updating contacts in Mautic
Updated companies in Copper — Contacts in Mautic
Updated leads in Copper — Contacts in Mautic
New contacts in Copper — Contacts in Mautic
New contacts in Copper — Finding companies in Mautic
Updated contacts in mautic — Contacts in Copper
New leads in Copper — Contacts in Mautic
New contacts in Copper — Contacts in Mautic
Updated contacts in Copper — Contacts in Mautic
Updated contacts in Mautic — Leads in Copper
New contacts in Mautic — Deleting tasks in Copper
Updated contacts in Mautic — Deleting contacts in Mautic
New contacts in Copper — Records in One C
New contacts in Pipedrive — Leads in Pipedrive
New deals in Copper — Companies in Mautic
New companies in Copper — Contacts in Mautic
Updated contacts in Copper — Updating contacts in Mautic
New contacts in Mautic — Leads in Copper
New form responses in Formstack — Contacts in Mautic — variant 9
New contacts in Copper — Contacts in Mautic
New contacts in Mautic — Companies in Copper
Updated contacts in Copper — Companies in Mautic
New contacts in Mautic — Leads in Copper — variant 2
New contacts in Copper — Contacts in Mautic
Copper entries — into Mautic
New contacts in Copper — Updating contacts in Mautic
New contacts in Copper — Running apis in Mautic
New contacts in Mautic — Leads in Copper
New contacts in Mautic — Updating deals in Copper
New records in Google Sheets — Leads in Copper
Stage change: deals in copper — Contacts in Mautic
Contacts synced into accounting
Deleted contacts in Mautic — Updating leads in Copper
New Copper contacts — into Mautic audiences
New contacts in Copper — Contacts in Mautic
Updated contacts in Mautic — Updating deals in Copper
New contacts in Copper — Deleting contacts in Mautic
New contacts in Mautic — Deals in Copper
Contacts from Copper into Mautic audiences
New deals in Copper — Sending emails in Mautic
New deals in Copper — Contacts in Mautic
Updated contacts in Mautic — Updating leads in Copper
New leads in Copper — Contacts in Mautic
Updated contacts in Copper — Finding contacts in Mautic
Copy Copper entries into Mautic
Updated contacts in Copper — Updating companies in Mautic
Found: contacts in Mautic — Contacts in Mautic
Updated contacts in Mautic — Deals in Copper
New contacts in Mautic — Updating leads in Copper
New contacts in Mautic — Contacts in Mautic — variant 4
New leads in Copper — Contacts in Mautic
Form leads as enriched CRM contacts
Enriching salesforce leads and adding them to Copper
From googleSheets through Mautic into Copper
Contacts from Mautic as records in Copper
New contacts in Mautic — Contacts in Mautic — variant 3
New Copper contacts — enriched via hunter, saved to Mautic and One C
Contacts from Mautic — into Copper on their own
Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
An instant personal reply to every new lead
Two-way contact sync between two CRMs
Route each new order into your CRM, invoices, and mailing list
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
A personalized sales proposal from a table row, ready and sent
A prospect list with contacts — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
New subscribers scored and enriched — straight into your CRM
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Open-house visitors into your CRM and into an email, right after the visit
A follow-up email after a canceled meeting — automatically
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
A lead replies — the CRM card updates and a task lands on a rep
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