New leads in Copper — Finding records in Oko Crm

The scenario catches new leads in Copper and finds records in Oko Crm. Runs on its own, no manual copying.

  • For every new client in Copper, their record in Oko Crm is found right away, if it exists.
  • Duplicates stop multiplying — the check runs before you create anything.
  • A client's history is at hand from the first second.
Аспро.Cloud
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How it works

To pass leads from Copper to Oko Crm automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Schedule
  2. Then: Pipedrive
  3. Then: Aspro Cloud

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

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