Copper

Copper Integrations

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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 "New Lead") and Actions (like "Update Person") 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:

Update Person

Updates a Person depending on the match criteria.

Create Person

Creates a new Person.

Create/Update Lead

Creates or Updates a Lead depending on the match criteria.

Create Lead

Creates a new Lead.

Create Activity

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

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 Company

Updates a Company depending on the match criteria.

Create/Update Company

Creates or Updates a Company depending on the match criteria.

Create Company

Creates a new Company.

Create/Update Person

Creates or Updates a Person depending on the match criteria.

Update Lead

Updates a Lead depending on the match criteria.

Update Opportunity by ID

Updates an Opportunity based off of Opportunity ID.

Update Opportunity

Updates an Opportunity based off of a match criteria.

Create/Update Opportunity

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

Create Opportunity

Creates a new Opportunity.

Create Project

Creates a new Project.

Update Project

Updates a Project depending on the match criteria.

Create/Update Project

Creates or Updates a Project depending on the match criteria.

Create Task

Creates a new Task.

New Lead

Triggers when a Lead is created in Copper.

Updated Opportunity Stage

Triggers when an Opportunity's stage is changed.

Updated Opportunity Status

Triggers when an Opportunity's status is changed.

New Activity

Triggers when a new activity is created.

New Company

Triggers when a new Company is created in Copper.

New Person

Triggers when a new Person is created in Copper.

New Opportunity

Triggers when an Opportunity is created in Copper.

New Project

Triggers when a new Project is created in Copper.

New Task

Triggers when a new Task is created in Copper.

Updated Company

Triggers when a Person's Company is changed.

Updated Contact Type

Triggers when a Person's Contact Type is changed.

Updated Person

Triggers when a Person is changed.

Updated Opportunity

Triggers when an Opportunity is changed.

Updated Lead Status

Triggers when a Lead's status is changed.

Updated Lead

Triggers when a Lead is changed.

Updated Project

Triggers when a Project is changed.

Updated Task

Triggers when a Task is changed.

Search for an Activity

Searches for an existing activity in Copper.

Search for a Company

Searches for an existing company in Copper.

Search for a Person

Searches for an existing person in Copper.

Search for a Lead

Searches for an existing lead in Copper.

Search for a Opportunity

Searches for an existing opportunity in Copper.

Search for a Project

Searches for an existing project in Copper.

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