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Clay + Copper

Update Clay records with updated people from Copper

Keep your Copper and Clay databases in sync with this seamless workflow. Whenever a person is updated in Copper, this automation will ensure their corresponding record in Clay is also updated. Save time and maintain consistency across both platforms, allowing you to focus on more important tasks.

Keep your Copper and Clay databases in sync with this seamless workflow. Whenever a person is updated in Copper, this automation will ensure their corresponding record in Clay is also updated. Save time and maintain consistency across both platforms, allowing you to focus on more important tasks.

  1. When this happens...
    CopperCopper
    Updated Person

    Triggers when a Person is changed.

    TriggerInstant
  2. automatically do this!
    ClayClay
    Update Record in Table

    Updates a record in a table.

    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
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clay logo

About Clay

Clay is a simple spreadsheet interface, yet powerful automation platform that allows you to build internal tooling and automations to streamline your marketing, sales, and recruiting.
Learn moreHelp

Related categories

  • Spreadsheets
copper logo
copper logo

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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