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Bonjoro + Copper

Create tasks in Bonjoro for new companies added in Copper

Save time and stay organized by automating your client onboarding process. With this Copper and Bonjoro integration, whenever you add a new company in Copper, a task is created in Bonjoro to send them a personalized welcome video. Improve your customer engagement and never miss an opportunity to connect with your new clients.

Save time and stay organized by automating your client onboarding process. With this Copper and Bonjoro integration, whenever you add a new company in Copper, a task is created in Bonjoro to send them a personalized welcome video. Improve your customer engagement and never miss an opportunity to connect with your new clients.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company 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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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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