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Bonjoro + Copper

Create tasks in Bonjoro for new leads in Copper

Effortlessly manage new leads from Copper by creating tasks in Bonjoro in no time. With this automation, whenever a new lead is added in Copper, it will trigger a task creation in Bonjoro, ensuring you don't miss any important follow-ups. Stay organized, save time, and drive better engagement with your leads using this seamless workflow.

Effortlessly manage new leads from Copper by creating tasks in Bonjoro in no time. With this automation, whenever a new lead is added in Copper, it will trigger a task creation in Bonjoro, ensuring you don't miss any important follow-ups. Stay organized, save time, and drive better engagement with your leads using this seamless workflow.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    BonjoroBonjoro
    Create Task

    Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.

    ActionWrite
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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
bonjoro logo
bonjoro logo

About Bonjoro

Bonjoro lets you send personalised welcome videos to your customers.
Learn moreHelp

Related categories

  • Customer Appreciation

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copper logo
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About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

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