Loading

Better Proposals + Copper

Create proposals in Better Proposals for new Copper leads

Effortlessly manage your sales process by connecting Copper and Better Proposals in this seamless workflow. When a new lead is added in Copper, a proposal is instantly created in Better Proposals, saving you time and reducing manual work. Keep your sales efforts organized and improve efficiency with this powerful automation.

Effortlessly manage your sales process by connecting Copper and Better Proposals in this seamless workflow. When a new lead is added in Copper, a proposal is instantly created in Better Proposals, saving you time and reducing manual work. Keep your sales efforts organized and improve efficiency with this powerful automation.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    Better ProposalsBetter Proposals
    Create a Proposal

    Creates a new proposal.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn more

Related categories

  • Proposal & Invoice Management
copper logo

Similar apps

Highrise integrationsHighrise integrations

Highrise

CRM (Customer Relationship Management)
Capsule CRM integrationsCapsule CRM integrations

Capsule CRM

CRM (Customer Relationship Management)
Streak integrationsStreak integrations

Streak

CRM (Customer Relationship Management)