Copper Integrations

CRM (Customer Relationship Management)

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Connect Copper to 5,000+ apps

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Filter by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Paths by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Mailchimp

Email Newsletters

Google Drive

File Management & Storage, Google

Slack

Team Chat

Filter by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Paths by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Filter by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Paths by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Mailchimp

Email Newsletters

Google Drive

File Management & Storage, Google

Slack

Team Chat

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Quickly automate Copper integrations with Zapier's templates

Add Copper leads for new submissions on Gravity Forms
Details
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Gravity Forms + Copper
Create New Copper Leads From Wufoo Forms
Details
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Wufoo + Copper
Create Copper leads from new rows on Google Sheets
Details
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Google Sheets + Copper
Add Copper contacts to a Mailchimp subscriber list
Details
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Copper + Mailchimp
Send new Copper contacts to Google Contacts
Details
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Copper + Google Contacts
Send welcome emails via Gmail when opportunities are won in Copper
Details
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Copper + Filter by Zapier + Gmail
Add your Copper leads to your Mailchimp list
Details
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Copper + Mailchimp

Create leads on Copper for new Mailchimp subscribers
Details
Try it
Mailchimp + Copper

Add Copper leads for new submissions on Gravity Forms

Gravity Forms + Copper

Create New Copper Leads From Wufoo Forms

Wufoo + Copper

Create Copper leads from new rows on Google Sheets

Google Sheets + Copper

Add Copper contacts to a Mailchimp subscriber list

Copper + Mailchimp

Send new Copper contacts to Google Contacts

Copper + Google Contacts

Send welcome emails via Gmail when opportunities are won in Copper

Copper + Filter by Zapier + Gmail

Add your Copper leads to your Mailchimp list

Copper + Mailchimp

Create leads on Copper for new Mailchimp subscribers

Mailchimp + Copper

Copper integration details

Your sales team should be focusing on customers—not tedious data entry. Save your team time by using Zapier to automatically create and update leads in Copper whenever one of your online forms is updated. Zapier can also keep your team connected by sending emails or Slack messages about Copper leads and opportunities.

Connect Copper to 5,000+ apps

Supported triggers and actions

What does this mean?

- Entity TypeRequired
- Activity TypeRequired
Trigger
Instant
Try It
New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
Try It
New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
Try It
Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
Try It

Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
Try It
Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Instant
Try It

Updated Lead
Triggers when a Lead is changed.
Trigger
Instant
Try It
Updated Task
Triggers when a Task is changed.
Trigger
Instant
Try It
- Source TypeRequired
- Project IdRequired
- Source IdRequired
Action
Write
- NameRequired
- Assignee
  The Copper User to whom the Company will be assigned.
- E-Mail Domain
  The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
- Contact Type
  The contact type of the Company.
- Description
- Phone Number
- Social Profiles
  The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Company.
- Replace or Append to Tags
Action
Write
- Full Name
  The Person's full name
- Name Prefix
  Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
- First Name
- Middle Name
- Last Name
- Name Suffix
  Name suffixes such as "Jr.", "Sr.", etc.
- E-Mail
- Assignee
  The Copper User to whom this Person will be assigned.
- Title
- Company
  The name of the Company to which this Person belongs.
- Contact Type
  The contact type of the Person.
- Description
- Phone Number
- Social Profiles
  The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Person.
- Replace or Append to Tags
Action
Write
- Full Name
  The Person's full name.
  If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix, or Name Suffix.
  If you do not fill out this field, you must fill out First Name, Middle Name, and/or Last Name.
- Name Prefix
  Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
- First Name
- Middle Name
- Last Name
- Name Suffix
  Name suffixes such as "Jr.", "Sr.", etc.
- E-MailRequired
- Assignee
  The Copper User to whom this Person will be assigned.
- Title
- Company
  The name of the Company to which this Person belongs.
- Contact Type
  The contact type of the Person.
- Description
- Phone Number
- Social Profiles
  The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Person.
Action
Write
- Full Name
  The Lead's full name.
  If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
  If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
- First Name
- Middle Name
- Last Name
- Name Prefix
  E.g. "Mr.", "Mrs.", "Dr.".
- Name Suffix
  E.g. "Jr.", "Sr.".
- E-Mail
- Assignee
  The Copper User to whom the Lead will be assigned.
- Status
- Company
  The name of the Company this Lead belongs to.
- Title
- Description
- Value
  The expected monetary value of the Lead.
- Currency
  The expected monetary unit of the Lead.
- Customer Source
  The Customer Source of the Lead.
- Phone Number
- Social Profiles
  The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Lead.
- Replace or Append to Tags
Action
Write
- Opportunity IDRequired
- Name
- Primary Contact
  Insert the ID of the primary contact for this Opportunity. To get the ID, please create another action before this step: Copper - Create/Update Person and update the name field. Here is our guide.
- Description
- Assignee
  The Copper User to whom the Deal will be assigned.
- Status
- Pipeline
  The Pipeline in which this Opportunity should be placed.
- Stage
  The stage of the Pipeline in which the Opportunity belongs.
- Close Date
  The expected date for closing the Opportunity.
- Value
  The monetary value of the Opportunity.
- Currency
  The expected monetary unit of the Opportunity.
- Priority
  The priority of the Opportunity.
- Win Probability
  The expected probability of winning the Opportunity. Must be an integer from 0-100.
- Source
  The Customer Source of the Opportunity.
- Tags
  A comma-separated list of tags for the Opportunity.
- Replace or Append to Tags
Action
Write
- NameRequired
- Primary ContactRequired
  The ID of the Copper Person who will be the primary contact for this Opportunity. To get this, you probably need to add a Create/Update Person step before this in your Zap. That will generate the ID you need to map in this field.
- Description
- Assignee
  The Copper User to whom the Deal will be assigned.
- Status
- Pipeline
  The Pipeline in which this Opportunity should be placed.
- Stage
  The stage of the Pipeline in which the Opportunity belongs.
- Close Date
  The expected date for closing the Opportunity.
- Value
  The monetary value of the Opportunity.
- Currency
  The expected monetary unit of the Opportunity.
- Priority
  The priority of the Opportunity.
- Win Probability
  The expected probability of winning the Opportunity. Must be an integer from 0-100.
- Source
  The Customer Source of the Opportunity.
- Tags
  A comma-separated list of tags for the Opportunity.
- Replace or Append to Tags
Action
Write
- NameRequired
- Assignee
- Details
- Status
- Tags
  A comma-separated list of tags for the Project.
Action
Write
- NameRequired
- Assignee
- Details
- Status
- Tags
  A comma-separated list of tags for the Project.
- Replace or Append to Tags
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
- Activity TypeRequired
  The type of Activity to log.
- Activity DateRequired
  The date and time for which the Activity should be logged.
- Parent TypeRequired
  The type of the Copper object on which the Activity will be logged.
- Parent ObjectRequired
  The Copper object on which the Activity will be logged.
- Acting UserRequired
  The Copper User performing the Activity.
- DetailsRequired
  Details about the Activity to be logged.
Action
Search or write
- Match by TypeRequired
- Full Name
  The Person's full name.
  If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix, or Name Suffix.
  If you do not fill out this field, you must fill out First Name, Middle Name, and/or Last Name.
- Name Prefix
  Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
- First Name
- Middle Name
- Last Name
- Name Suffix
  Name suffixes such as "Jr.", "Sr.", etc.
- E-MailRequired
- Assignee
  The Copper User to whom this Person will be assigned.
- Title
- Company
  The name of the Company to which this Person belongs.
- Contact Type
  The contact type of the Person.
- Description
- Phone Number
- Social Profiles
  The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Person.
Action
Search or write
- Match by TypeRequired
- Full Name
  The Lead's full name.
  If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
  If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
- First Name
- Middle Name
- Last Name
- Name Prefix
  E.g. "Mr.", "Mrs.", "Dr.".
- Name Suffix
  E.g. "Jr.", "Sr.".
- E-Mail
- Assignee
  The Copper User to whom the Lead will be assigned.
- Status
- Company
  The name of the Company this Lead belongs to.
- Title
- Description
- Monetary Value
  The expected monetary value of the Lead.
- Currency
  The expected monetary unit of the Lead.
- Customer Source
  The Customer Source of the Lead.
- Phone Number
- Social Profiles
  The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Lead.
Action
Search or write

New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
Try It
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
Try It
New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
Try It
Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
Try It
Updated Person
Triggers when a Person is changed.
Trigger
Instant
Try It
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
Try It
Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
Try It
Updated Project
Triggers when a Project is changed.
Trigger
Instant
Try It
- Activity TypeRequired
  The type of Activity to log.
- Activity DateRequired
  The date and time for which the Activity should be logged.
- Parent TypeRequired
  The type of the Copper object on which the Activity will be logged.
- Parent ObjectRequired
  The Copper object on which the Activity will be logged.
- Acting UserRequired
  The Copper User performing the Activity.
- DetailsRequired
  Details about the Activity to be logged.
Action
Write
- NameRequired
- Assignee
  The Copper User to whom the Company will be assigned.
- E-Mail Domain
  The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
- Contact Type
  The contact type of the Company.
- Description
- Phone Number
- Social Profiles
  The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Company.
- Replace or Append to Tags
Action
Write
- NameRequired
- Assignee
  The Copper User to whom the Company will be assigned.
- E-Mail Domain
  The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
- Contact Type
  The contact type of the Company.
- Description
- Phone Number
- Social Profiles
  The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Company.
Action
Write
- Full Name
  The Person's full name.
  If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix, or Name Suffix.
  If you do not fill out this field, you must fill out First Name, Middle Name, and/or Last Name.
- Name Prefix
  Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
- First Name
- Middle Name
- Last Name
- Name Suffix
  Name suffixes such as "Jr.", "Sr.", etc.
- E-MailRequired
- If Person Already Exists
  Copper enforces uniqueness of Person email addresses, i.e. more than one Person cannot have the same email address. This setting determines how the Create/Update Person Action behaves when provided with an email address that belongs to an existing Person.
  When "If Person Already Exists" is set to "Skip" (its default value), attempting to create a Person with an email address belonging to an existing Person will make no changes, and Copper will return the existing Person.
  When "If Person Already Exists" is set to "Overwrite", attempting to create a Person with an email address belonging to an existing Person will update the existing Person with the specified attributes, and Copper will return the updated Person.
  (This setting does not affect creating a Person with no email address, which is always valid, or creating a Person with email addresses belonging to multiple existing People, which is always invalid.).
- Assignee
  The Copper User to whom this Person will be assigned.
- Title
- Company
  The name of the Company to which this Person belongs.
- Contact Type
  The contact type of the Person.
- Description
- Phone Number
- Social Profiles
  The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Person.
- Replace or Append to Tags
Action
Write
- Full Name
  The Lead's full name.
  If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
  If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
- First Name
- Middle Name
- Last Name
- Name Prefix
  E.g. "Mr.", "Mrs.", "Dr.".
- Name Suffix
  E.g. "Jr.", "Sr.".
- E-Mail
- Assignee
  The Copper User to whom the Lead will be assigned.
- Status
- Company
  The name of the Company this Lead belongs to.
- Title
- Description
- Monetary Value
  The expected monetary value of the Lead.
- Currency
  The expected monetary unit of the Lead.
- Customer Source
  The Customer Source of the Lead.
- Phone Number
- Social Profiles
  The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Lead.
- Replace or Append to Tags
Action
Write
- Full Name
  The Lead's full name.
  If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
  If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
- First Name
- Middle Name
- Last Name
- Name Prefix
  E.g. "Mr.", "Mrs.", "Dr.".
- Name Suffix
  E.g. "Jr.", "Sr.".
- E-Mail
- Assignee
  The Copper User to whom the Lead will be assigned.
- Status
- Company
  The name of the Company this Lead belongs to.
- Title
- Description
- Monetary Value
  The expected monetary value of the Lead.
- Currency
  The expected monetary unit of the Lead.
- Customer Source
  The Customer Source of the Lead.
- Phone Number
- Social Profiles
  The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Lead.
Action
Write
- NameRequired
- Primary ContactRequired
  The ID of the Copper Person who will be the primary contact for this Opportunity. To get this, you probably need to add a Create/Update Person step before this in your Zap. That will generate the ID you need to map in this field.
- Description
- Assignee
  The Copper User to whom the Deal will be assigned.
- Status
- Pipeline
  The Pipeline in which this Opportunity should be placed.
- Stage
  The stage of the Pipeline in which the Opportunity belongs.
- Close Date
  The expected date for closing the Opportunity.
- Monetary Value
  The monetary value of the Opportunity.
- Currency
  The expected monetary unit of the Opportunity.
- Priority
  The priority of the Opportunity.
- Win Probability
  The expected probability of winning the Opportunity. Must be an integer from 0-100.
- Source
  The Customer Source of the Opportunity.
- Tags
  A comma-separated list of tags for the Opportunity.
- Replace or Append to Tags
Action
Write
- NameRequired
- Primary ContactRequired
  The ID or e-mail address of the Copper Person who will be the primary contact for this Opportunity.
- Assignee
  The Copper User to whom the Deal will be assigned.
- Status
- Description
- Pipeline
  The Pipeline in which this Opportunity should be placed.
- Stage
  The stage of the Pipeline in which the Opportunity belongs.
- Close Date
  The expected date for closing the Opportunity.
- Monetary Value
  The monetary value of the Opportunity.
- Currency
  The expected monetary unit of the Opportunity.
- Priority
  The priority of the Opportunity.
- Win Probability
  The expected probability of winning the Opportunity. Must be an integer from 0-100.
- Source
  The Customer Source of the Opportunity.
- Tags
  A comma-separated list of tags for the Opportunity.
Action
Write
- NameRequired
- Assignee
- Details
- Status
- Tags
  A comma-separated list of tags for the Project.
- Replace or Append to Tags
Action
Write
- NameRequired
- Assignee
  The Copper User to whom the Task will be assigned.
- Due Date
  The due date of the Task.
- Reminder Date
  The date and time at which to be reminded about the Task.
- Description
- Priority
  The priority of the Task.
- Tags
  A comma-separated list of tags for the Task.
- Related Entity Type
  The type of the Copper object on which the Task will be related to.
- Related Entity Object
  The Copper object on which the Task will be related to.
Action
Write
- Api Docs Info
  API docs for Copper are located here https://developer.copper.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
- NameRequired
- Assignee
  The Copper User to whom the Company will be assigned.
- E-Mail Domain
  The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
- Contact Type
  The contact type of the Company.
- Description
- Phone Number
- Social Profiles
  The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
  A comma-separated list of tags for the Company.
Action
Search or write
- Match by TypeRequired
- NameRequired
- Primary ContactRequired
  The ID or e-mail address of the Copper Person who will be the primary contact for this Opportunity.
- Assignee
  The Copper User to whom the Deal will be assigned.
- Status
- Description
- Pipeline
  The Pipeline in which this Opportunity should be placed.
- Stage
  The stage of the Pipeline in which the Opportunity belongs.
- Close Date
  The expected date for closing the Opportunity.
- Monetary Value
  The monetary value of the Opportunity.
- Currency
  The expected monetary unit of the Opportunity.
- Priority
  The priority of the Opportunity.
- Win Probability
  The expected probability of winning the Opportunity. Must be an integer from 0-100.
- Source
  The Customer Source of the Opportunity.
- Tags
  A comma-separated list of tags for the Opportunity.
Action
Search or write
- Match by TypeRequired
- NameRequired
- Assignee
- Details
- Status
- Tags
  A comma-separated list of tags for the Project.
Action
Search or write

About Copper

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

Related categories

CRM (Customer Relationship Management)

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