Copper Integrations

  • Send new Copper contacts to Google Contacts

    Tired of managing multiple contact lists? Activate this Google Contacts Copper integration and we'll make sure you always have your contacts everywhere. Once you do, every new contact you add to Copper will have its data sent automatically to Google Contacts, replicating all needed fields according to your setup.

    How It Works

    1. A contact is added on Copper
    2. Zapier automatically adds a Google Contact

    What You Need

    • Copper account
    • Google Contact account
  • Create New Copper Leads From Wufoo Forms

    Want an easy way to add new leads to your Copper CRM? This integration will let your Wufoo form automatically send new entries to Copper.

    How it Works

    Zapier will watch your Wufoo form for new entries. Whenever your form is filled out, it'll copy the data and add it as a new lead to your Copper account.

    What You Need

    • A Wufoo form
    • A Copper account

    Got that? Then let's get started.

  • Add people to Copper for new Facebook Lead Ads leads

    If you're trying to centralize all your contacts on Copper, Zapier's workflow automation is the glue to tie all those sources together. In this case, our Facebook Lead Ads-Copper integration will gather up anyone who responds to your lead ad form on Facebook; we'll create a new person on Copper for every new lead detected on Facebook after you set up this Zap.

    How It Works

    1. Facebook Lead Ads captures a new lead
    2. Zapier automation creates a person on Copper

    What You Need

    • Facebook Lead Ads account
    • Copper account
  • Create Copper leads from new rows on Google Sheets

    Are you reacting to all those newly captured leads fast enough? Gain a little speed with this Google Sheets-Copper integration. It will watch your chosen Google Sheet once active, triggering automatically whenever a new row is created and sending the information to Copper so a new lead can be added to the system and you can start chasing them down.

    How it Works

    1. A new row is added on Google Sheets
    2. Zapier automatically creates a new lead on Copper

    What You Need

    • A Google Sheets account
    • A Copper account
  • Add Copper leads for new submissions on Gravity Forms

    Feeling overwhelmed by the amount of new submissions coming in through Gravity Forms? No matter how fast they're happening, we can handle it. Just set up this Gravity Forms Copper integration and sit back, as new submissions received on Gravity Forms trigger the automation, sending their data to Copperwhere a new lead will be created for each, ensuring the information is always accurate and at your fingertips.

    How It Works

    1. A new submission is received on Gravity Forms
    2. Zapier automatically adds a new lead on Copper

    What You Need

    • Gravity Forms account
    • Copper account
  • Create leads on Copper for new MailChimp subscribers

    Every user engaged with your newsletter is a potential source of business, so why not reflect that in your automated workflow? Setting up this MailChimp Copper integration will make that happen for you. Once you do, a new lead will be added to Copper for every new subscriber you add to MailChimp, tracking them all for you from then on.

    How It Works

    1. A new subscriber is added to MailChimp
    2. Zapier automatically adds a new lead on Copper

    What You Need

    • MailChimp account
    • Copper account
  • Add new Intercom users to Copper as leads

    Once a user signs up for a trial for your web app it's smart to add them to your CRM so that the sales team can reach out to schedule a demo or sales call. This Intercom Copper integration makes that simple. Any new user in Intercom will automatically be added to Copper as leads.

    Note: Works for any new Intercom user after the integration is turned on.

    How It Works

    1. A new user is logged in Intercom
    2. Zapier automatically adds that user as a lead into Copper

    What You Need

    • Intercom account
    • Copper account
  • Create Copper leads from new Google Forms entries

    Collecting lead information via a form? Stop copying and pasting that data into your CRM and use this Zap to automate that step. After you set it up, whenever your Google Form is filled out, Zapier will add that data as a lead in Copper.

    Note: If you're collecting address details via the form, make sure to separate address, city, state, and zip code into individual form fields.

    How this Google Forms-Copper integration works

    1. A new Google Form is submitted
    2. Zapier creates a new lead in Copper using the form data

    Apps involved

    • Google Forms
    • Copper
  • Add Copper contacts to a MailChimp subscriber list

    Looking for a way to stay in touch with your contacts, prospects and leads? Then adding them to a mailing list is a good first move. This Copper MailChimp integration makes it a breeze to automatically add new Copper contacts to MailChimp.

    Note: Works for any new Copper contact add after the integration is turned on.

    How It Works

    1. Add a new contact to Copper
    2. Zapier automatically adds that contact to a MailChimp list of your chosing

    What You Need

    • A Copper account
    • A MailChimp account
  • Add Copper leads for new Typeform entries

    Need to make sure you follow up on each and every one of those Typeform entries? Don't let an opportunity slip past you because you missed one while copying and pasting. Set up this Typeform Copper integration you'll start seeing new leads created automatically on Copper, triggered with each new entry on Typeform from then on, making sure nothing gets lost.

    How It Works

    1. A Typeform entry is received
    2. Zapier automatically adds a new lead on Copper

    What You Need

    • Typeform account
    • Copper account
  • Send new Zillow Tech Connect contacts to Copper as new leads

    If you can't afford to miss out on any new opportunity with your Zillow contacts, let us help you stay organized. Activate this Zillow Tech Connect-Copper integration and we'll create those leads on Copper for you with all the details from every new contact you add on Zillow Tech Connect from then on.

    How It Works

    1. A new Zillow Tech Connect contact is created
    2. Zapier automation adds a lead to Copper

    What You Need

    • Zillow Tech Connect account
    • Copper account
  • Create Copper opportunities from new Google Sheets spreadsheet rows

    You can only rely on your CRM as your single source of truth if it's up-to-date! Send your most recent spreadsheet data to Copper as its created with this Google Sheets-Copper integration. When new rows are added to your Google Sheets spreadsheet that tracks, say, contacts interested in buying your product, a new opportunity is created in Copper.

    How It Works

    1. A row is added to a Google Sheets spreadsheet
    2. Zapier automatically adds a new opportunity on Copper

    What You Need

    • Gmail account
    • Copper account
  • Send email through Gmail for updates to Copper opportunity stages

    Want to make sure everyone knows about the important progress to your opportunities on Copper? Don't worry about slowing down your hustle for them—use this Zap to help with that. Once it's active, we'll make sure to notify all the recipients you need about every single update to a Copper opportunity stage from then on.

    How It Works

    1. An opportunity stage is updated on Copper
    2. Zapier automatically sends an email via Gmail

    What You Need

    • Copper account
    • Gmail account
  • Create Copper contacts for updated Google Sheets rows

    Tracking new or updated contact information in a Google Sheet, or from a form? Try this Google Sheets Copper integration to make sure it's added to your CRM as soon as possible without wasting anyone's time. Just go through a few guided configuration steps and it'll be ready, creating a new contact on Copperwith all the data from any updated row on Google Sheets, keeping everything organized for you, no matter how small the change.

    How It Works

    1. A row is updated on Google Sheets
    2. Zapier automatically adds a new Copper contact

    What You Need

    • Google Sheets account
    • Copper account
  • Use a webhook to create leads in ProsperWorks

    Webhooks are a great way to connect data from one app to another, and Zapier makes utilizing them as easy as possible. Create just about any custom workflow you'd like, such as grabbing data from a webhook and using it to create a new lead in ProsperWorks.

    How It Works

    1. Data is sent a webhook
    2. Zapier automatically creates a new lead in ProsperWorks

    What You Need

    • ProsperWorks account
  • Send new MailChimp subscribers to Copper as new contacts

    If you're losing track of valued connections because their data only lives in your mailing lists, use this MailChimp Copper integration to spread it around automatically. After it's been set up, every new subscriber you add on MailChimp will automatically create a new contact on Copper, keeping their information safe, no matter what happens to your campaigns.

    How It Works

    1. A new subscriber is received on MailChimp
    2. Zapier automatically adds a new contact on Copper

    What You Need

    • MailChimp account
    • Copper account
  • Send Slack messages for Copper opportunity stage changes

    Just because you're too busy pushing your Copper opportunities through the pipeline doesn't mean your team on Slack can't be kept up to date—if you use Zapier automation. Just set this one up to let us notify them, sending a message on Slack for each and every opportunity stage update on Copper from then on.

    How It Works

    1. An opportunity stage changes on Copper
    2. Zapier automatically sends a message on Slack

    What You Need

    • Copper account
    • Slack account
  • Create or update a person in Copper from new Typeform responses

    Are you creating or updating contacts when form responses come in? If you are—stop! Zapier can do that for you in a snap, or more accurately, in a Zap: When people fill out and submit Typeform responses, Zapier will create or update a person in Copper. That means no more copying and pasting for you.

    How this Typeform-Copper integration works

    1. New responses come in from Typeform
    2. Zapier creates or updates a person in Copper

    Apps involved

    • Typeform
    • Copper
  • Send welcome emails via Gmail when opportunities are won in Copper

    Help your prospects feel right at home with a personalized welcome email. After you set up this integration, when opportunitites are moved to the won stage, a welcome email sent via Gmail will be triggered.

    How this Copper-Gmail integration works

    1. An opportunity is moved to Won in Copper
    2. The opportunity meets a set of criteria you set via a Filter
    3. Zapier sends an email via Gmail

    Apps involved

    • Copper
    • Gmail
  • Create Copper leads for new JotForm submissions

    Having trouble keeping up with your submissions on JotForm? Don't waste time or insert the possibility of errors just because you're managing them manually. Activate this JotForm Copper integration, and we'll sort them out for you: every new submission you get on JotForm will automatically result in a new lead on Copper, so all you need to think about is how to follow up on those potentials.

    How It Works

    1. A new submission is received on JotForm
    2. Zapier automatically adds a new lead on Copper

    What You Need

    • JotForm account
    • Copper account
  • Send Slack messages for Copper opportunities with updated status

    Need to make sure your team knows exactly how every opportunity on Copper is coming along? Don't waste your time with updates when you can have this Copper Slack integration take care of them if anything changes. Just set it up and every update to a Copper opportunity status will trigger a message to your Slack channel with all the information you need.

    How It Works

    1. An opportunity status is updated on Copper
    2. Zapier automatically sends a message on Slack

    What You Need

    • Copper account
    • Slack account
  • Create or update people and create opportunities in Copper from Typeform responses

    If you've ever found yourself manually copying over Typeform responses to Copper, creating a person and an opportunity, we have good news: Zapier will do all of that automatically. That's right: Once a Typeform responses is received, Zapier sends that form's information on to Copper, creating a new person and opportunity.

    How this Typeform-Copper integration works

    1. New Typeform responses are received.
    2. Zapier creates or updates a person in Copper.
    3. Zapier also creates opportunities in Copper.

    Apps involved

    • Typeform
    • Copper
  • Get Slack notifications for new Copper deals

    You've just closed a deal—or just started the process of closing one—and you want to let your team know about it. Don't do the work yourself: let Zapier automatically let your team know in Slack about your new Copper deals.

    How it Works

    Zapier will watch your Copper account for new deals. Whenever you create a new deal, it'll copy the info and post a message to your team's Slack account.

    What You Need

    • A Copper account
    • A Slack account

    Got that? Then let's get started.

  • Add your Copper leads to your MailChimp list

    Stay in touch with your Copper leads automatically by adding them to your MailChimp email newsletter list.

    How it Works

    Zapier will watch your Copper account for new leads. Whenever you add a new lead, it'll copy their contact info and add them as a new subscriber in your MailChimp email list.

    What You Need

    • A Copper account
    • A MailChimp email newsletter

    Got that? Then let's get started.

  • Save Gravity Forms submissions to Copper as contacts

    Do you use Gravity Forms on your WordPress sites as a lead or contact form? If so, you probably want to store the contact information in a CRM so you can follow up with those people. Use this Gravity Forms Copper integration to automatically add new leads from a Gravity Forms form into Copper.

    How It Works

    1. Someone fills out your Gravity Forms form
    2. Zapier automatically adds that persons contact info to Copper

    What You Need

    • The Gravity Forms WordPress plugin
    • The Gravity Forms Zapier plugin
    • A Copper account

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Copper Integration Details

Launched on Zapier December 11, 2014

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.

Here are some creative ways to use Copper with Zapier:

  • Make sure your team has all the information they need as soon as it's available. Create or update leads in Copper with info from form entries in Typeform, Wufoo, and other form apps.
  • Send an email through Gmail or SendGrid when an opportunity status changes so your team can focus on building relationships, not managing your CRM.
  • Make sure your team doesn't miss a beat when it comes to nurturing leads. Send Slack notifications when new leads or opportunities are created in Copper.

Zapier combines Triggers (like "Updated Opportunity Status") and Actions (like "Create Lead") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Copper Triggers, Searches, and Actions are supported by Zapier:

Create Lead

Creates a new Lead.

Create/Update Lead

Creates or Updates a Lead depending on the match criteria.

Create/Update Person

Creates a new Person or, optionally, updates an existing Person. See the "When email address is already used for a Person" Action Field for details.

Create Task

Creates a new Task.

Create/Update Project

Creates or Updates a Project depending on the match criteria.

Create Company

Creates a new Company.

Create/Update Company

Creates or Updates a Company depending on the match criteria.

Create Activity

Logs a new Activity on a Person, Company, Opportunity, or Lead.

Create/Update Opportunity

Creates or Updates an Opportunity based off of a match criteria.

Create Opportunity

Creates a new Opportunity.

Associate to Project

This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.

Update Opportunity

Updates an Opportunity based off of Opportunity ID.

Updated Opportunity Status

Triggers when an Opportunity's status is changed.

Updated Opportunity Stage

Triggers when an Opportunity's stage is changed.

New Lead

Triggers when a Lead is created in Copper.

New Activity

Triggers when a new activity is created.

New Opportunity

Triggers when an Opportunity is created in Copper.

New Person

Triggers when a new Person is created in Copper.

Updated Lead Status

Triggers when a Lead's status is changed.

Updated Contact Type

Triggers when a Person's Contact Type is updated.

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