Integrating Copper Leads with ActiveCampaign Using Pabbly Connect

Learn how to seamlessly integrate Copper leads into ActiveCampaign using Pabbly Connect with our step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Copper leads into ActiveCampaign, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website. If you are new, click on the ‘Sign Up for Free’ button to create your account. Existing users can log in directly.

Once logged in, navigate to the dashboard. Click on the ‘+’ icon to create a new workflow. Name your workflow something descriptive, like ‘Add Copper Leads to ActiveCampaign’, and click on ‘Create’ to proceed.

2. Setting Up the Trigger for Copper Leads

In this step, you will set up the trigger in Pabbly Connect to capture new leads from Copper. Click on the trigger window and select ‘Copper’ as your application. Choose the trigger event as ‘New Lead’.

• Click on ‘Connect’ and then ‘Add New Connection’.
• Enter your Copper API key and email to generate a token.
• Go to your Copper account settings to create an API key.

After entering the required details, click on ‘Save’ to establish the connection. Next, click ‘Save and Send Test Request’ to ensure that the trigger is set correctly. You will need to create a test lead in Copper to capture the response.

3. Creating a Test Lead in Copper

To test the integration, you need to create a new lead in your Copper account. Go to the lead section and click on ‘Add New Lead’. Fill in the lead details such as first name, last name, company, email, and phone number.

Once you have entered the details, click on ‘Save’. After saving, return to Pabbly Connect and you will see the response captured, including the lead ID and other details. This confirms that the trigger is working as expected.

4. Fetching Lead Details from Copper

Now, you need to fetch the lead details using the lead ID captured from the previous step. In Pabbly Connect, add an action step by selecting ‘Copper’ again and choose the action event ‘Fetch a Lead by ID’.

• Select the existing connection you created earlier.
• Map the lead ID from the trigger response to the corresponding field.

Click on ‘Save and Send Test Request’ to retrieve the lead details. You should see the information such as first name, last name, company name, email, and phone number available for mapping to ActiveCampaign.

5. Creating a Contact in ActiveCampaign

Finally, you will create a new contact in ActiveCampaign using the lead details fetched from Copper. In Pabbly Connect, add another action step and select ‘ActiveCampaign’ as the application. Choose ‘Create a Contact’ as the action event.

Click on ‘Connect’ and enter your ActiveCampaign API key and URL. Make sure to copy the API key from your ActiveCampaign account settings and paste it into Pabbly Connect. Remove the ‘https://’ from the URL as instructed.

Map the lead details such as email, first name, last name, and phone number to the respective fields in ActiveCampaign. Click ‘Save and Send Test Request’ to create the contact. Check your ActiveCampaign account to confirm that the new contact has been added successfully.

Conclusion

In this tutorial, we demonstrated how to integrate Copper leads with ActiveCampaign using Pabbly Connect. By following these steps, you can automate the process of adding new leads from Copper to your email marketing platform, ensuring a seamless workflow.