New contacts in Copper — Tasks in Source Craft

The scenario catches new contacts in Copper and creates tasks in Source Craft. Runs on its own, no manual copying.

  • Every new client from Copper gets a task created in Source Craft automatically.
  • No lead is left without a response.
  • Your team works off tasks, not memory.
Add it to your accountScriptera

How it works

To create Source Craft records from Copper without manual input, use a ready-made scenario.

  1. Starts when: Schedule
  2. Then: Freshdesk
  3. Then: Active Campaign

You can launch this Copper + Source Craft integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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