An automated workflow using zapier
Connects ManyChat + Copper
Add ManyChat subscriber to Copper CRM
About this workflow template
This automation scenario allows you to connect ManyChat and Copper
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
ManyChat and Copper can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in ManyChat
New or Updated Custom Field in ManyChat
Triggers when you add/update a selected custom field on a user.
Then this action happens in Copper
Create Lead in Copper
Creates a new Lead.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add ManyChat subscriber to Copper CRM.
Part I
Configure Applications
First, we need to connect ManyChat and Copper to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect ManyChat to Zapier.
Give Zapier access to your ManyChat account, using ManyChat credentials.
Connect Copper to Zapier.
Give Zapier access to your Copper account, using Copper credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for ManyChat
Choose the following trigger: New or Updated Custom Field (Triggers when you add/update a selected custom field on a user.).
Then set up an Action for Copper
Choose this action: Create Lead (Creates a new Lead.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between ManyChat and Copper.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add ManyChat subscriber to Copper CRM!
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triggerbyzapierpipedreamChat opened
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Create lead
Creates a new Lead.
actionbyzapierintegromatintegratelypabbly-connectCreate/update lead
Creates or Updates a Lead depending on the match criteria.
actionbyzapierCreate person
Creates a new Person.
actionbyzapierintegromatintegratelypabbly-connectCreate/update person
Creates or Updates a Person depending on the match criteria.
actionbyzapierGet lead
Gets details for a selected lead ID.
actionbyintegromatCreate activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
actionbyzapierintegromatintegrately
Apps you need
ManyChat
Chat Marketing using interactive conversations with a chatbot in Instagram Direct Messages, Facebook Messenger, and SMS
Copper is a game-changing productivity CRM that seamlessly integrates with G Suite, allowing you to effortlessly manage leads, deals, and tasks right from your Gmail inbox.
Copper alternatives
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