Make
marketing

Make Marketing Pack — 7 Workflows

Automate lead follow-up across Copper, ActiveCampaign, and Go4Clients.

What This Pack Does

This pack of 7 Make workflows automates lead management by connecting Copper CRM with ActiveCampaign and Go4Clients. When a new lead is added in Copper, workflows can automatically add the lead as a contact in ActiveCampaign, send a personalized SMS via Go4Clients, trigger a personalized call, or send a personalized email. Additional workflows log completed call activities back to Copper, initiate a Go4Clients drip campaign, and combine adding to ActiveCampaign with call alerts. Together, these workflows cover the full lead follow-up cycle: capture, multi-channel outreach (SMS, email, calls), activity logging, and drip campaigns. All workflows are customizable and importable into Make.

Who It's For

Sales teams, CRM managers, and marketing automation specialists who use Copper and want to automate lead follow-up. It's ideal for teams that rely on ActiveCampaign for email marketing and Go4Clients for SMS, calls, and drip campaigns. Small business owners and sales ops professionals looking to reduce manual outreach and ensure consistent lead engagement will find these workflows directly applicable.

Highlights

  • Add Copper leads to ActiveCampaign automatically
  • Send personalized SMS to new Copper leads
  • Trigger personalized calls for new leads
  • Log completed call activities back to Copper
  • Send personalized emails via Go4Clients
  • Initiate Go4Clients drip campaigns from Copper

Included Workflows(7)

Example Use Case

Imagine a sales team at a B2B company using Copper to track leads. When a new lead is added, a workflow automatically creates a contact in ActiveCampaign and sends a personalized SMS via Go4Clients. Another workflow triggers a personalized call to the lead. After the call, a third workflow logs the completed call as an activity in Copper. Meanwhile, a drip campaign is initiated through Go4Clients to nurture the lead over time. This multi-channel approach ensures no lead falls through the cracks.

Primary Integrations

Prosperworks
Go4clients

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