Copper and Twake automations — Sales & Leads

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

41 scenarios

New Copper contacts — into Twake audiences
Contacts from Copper into Twake audiences
Website check for new HubSpot companies
A booked meeting — a CRM task and a reminder
Email validation for new CRM contacts
Validating new contacts for dead addresses
New deals routed automatically — to the team, table, and slides
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
High-value lead alerts — to chat, sheet and calendar
Compare each proposal against your winners and find the gaps
Sales cycle analysis and recommendations — automatic
Client onboarding from a single form: folder, contact, channel, tasks
Hiring spikes at your accounts — straight to team chat
Scoring and routing leads from form submissions
Smart lead routing to reps — instant, with no manual assignment
Client renewal reminders — ahead of time
Capture and route leads from every channel
Morning briefs for your meetings — who and where from
Enrich leads and get alerts on strong ones
A client deck built from a call recording — automatically
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
A sales leaderboard with a personal word to the team — automatically
Turn website chat into qualified leads in your CRM
Score event RSVPs and route them to sales
Meeting prep that arrives on its own — contact, deals, company and talking points
Website leads — enrichment, scoring and routing to CRM
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Website lead scoring — a task for the rep only on the strong ones
A chat that captures the lead and books the demo
Incoming lead sorting and routing — automatically
A pre-meeting brief: last notes, open tickets, recent changes
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance