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Copper: App spotlight

How this app lets you build enduring business relationships

By Elena Alston · October 5, 2021
Copper logo on a blue background

Unless you have a photographic memory, knowing your clients' names and email addresses by heart isn't realistic. And even then, it's not like you can program yourself to send out hundreds of emails every day, or track every single project associated with all your clients. 

Because once your business takes off and the clients (plus prospects) come clogging your inbox, the only practical way to keep track of all that work is with a CRM. 

Copper, a productivity CRM for Google Workspace users, does much more than just store your customer data. It's designed to help you focus on your business relationships and take on your busywork, so you don't have to. 

Copper origins: The end of old-school sales tools

In 2013, Copper (known then as ProsperWorks) set out to disrupt the world of traditional CRM software. Gone were the days of stuffy databases aimed mainly at salespeople. The Copper team wanted to create a simple, modern CRM built right into the Google Workspace (known then as G Suite) tools everybody uses, like Gmail, Google Calendar, and Google Sheets. 

It was a tool that actively encouraged collaboration, built for anyone whose businesses relied on relationship-building. 

Did you know? The CRM tool is named after the element and precious metal, which conducts energy—just like how Copper (the CRM) allows information to flow between businesses and clients.   

Copper today: Forging loyal customers for life

Today, thousands of companies—including Mailchimp and MasterClass—rely on Copper to put their business relationships first. It's used by ad agencies, real estate professionals, tech companies, and consultants across the world. 

Copper's primary features (like organizing your contacts, managing your team's workload, and tracking your deals) are all intuitive and easy to use. Plus, Copper was built to look and feel exactly like Google Workspace apps, so there's practically zero learning curve.   

Fave feature: By downloading the Chrome Extension or the Google Workspace Add-on, you can add leads, update deals, track email conversations, and create calendar events—without ever having to switch tabs.

Automating the busywork: Copper's popular workflows

Copper can help you forge long-lasting relationships and foster sales. And when you pair it with Zapier, you can automate even more of your busywork. That way, you can focus on what matters most: your customers. Want to see how you can tap into the CRM's full potential? Here are a few popular workflows to get you started: 

Send new Copper contacts to Google Contacts

  • Copper logo
  • Google Contacts logo
Copper + Google Contacts
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    Tired of managing multiple contact lists? Activate this Google Contacts Copper integration and we'll make sure you always have your contacts everywhere. Once you do, every new contact you add to Copper will have its data sent automatically to Google Contacts, replicating all needed fields according to your setup.

    Create New Copper Leads From Wufoo Forms

    • Wufoo logo
    • Copper logo
    Wufoo + Copper
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      Want an easy way to add new leads to your Copper CRM? This integration will let your Wufoo form automatically send new entries to Copper.

      Add people to Copper from new Facebook Lead Ads leads

      • Facebook Lead Ads logo
      • Copper logo
      Facebook Lead Ads + Copper
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        If you're trying to centralize all your contacts on Copper, this workflow automation is the glue to tie all those details together. This Facebook Lead Ads-Copper integration will automatically create a new person on Copper for every new lead detected on Facebook.

        Create Copper leads from new rows on Google Sheets

        • Google Sheets logo
        • Copper logo
        Google Sheets + Copper
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          Are you reacting to all those newly captured leads fast enough? Gain a little speed with this Google Sheets-Copper integration. It will watch your chosen Google Sheet once active, triggering automatically whenever a new row is created and sending the information to Copper so a new lead can be added to the system and you can start chasing them down.

          Add Copper leads for new submissions on Gravity Forms

          • Gravity Forms logo
          • Copper logo
          Gravity Forms + Copper
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            Feeling overwhelmed by the amount of new submissions coming in through Gravity Forms? No matter how fast they're happening, we can handle it. Just set up this Gravity Forms Copper integration and sit back, as new submissions received on Gravity Forms trigger the automation, sending their data to Copper where a new lead will be created for each, ensuring the information is always accurate and at your fingertips.

            New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

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            A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'