Copper

Copper Integrations

Do more with Copper

Zapier allows you to instantly connect Copper with 1,500+ apps to automate your work and find productivity super powers.

Connect to 1,500+ Apps

Google Sheets

Google
 +1, Spreadsheets

119 Integrations

Gmail

Email
 +1, Google

102 Integrations

Mailchimp

Email Newsletters

119 Integrations

Slack

Team Chat

170 Integrations

Facebook Lead Ads

Ads & Conversion
 +2, Facebook, Premium

Gravity Forms

Forms & Surveys
 +1, WordPress

Wufoo

Forms & Surveys

34 Integrations

PostgreSQL

Databases
 +1, Premium

34 Integrations

Google Drive

File Management & Storage
 +1, Google

119 Integrations

Connect Copper to 1,500+ Apps

Send new Copper contacts to Google Contacts

Copper + Google Contacts

Try It

Create New Copper Leads From Wufoo Forms

Wufoo + Copper

Add people to Copper for new Facebook Lead Ads leads

Facebook Lead Ads + Copper

Create Copper leads from new rows on Google Sheets

Google Sheets + Copper

Add Copper leads for new submissions on Gravity Forms

Gravity Forms + Copper

Copper Integration Details

Launched on Zapier:

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.

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

Triggers

InstantNew Lead

Triggers when a Lead is created in Copper.

InstantUpdated Opportunity Status

Triggers when an Opportunity's status is changed.

InstantNew Company

Triggers when a new Company is created in Copper.

InstantNew Opportunity

Triggers when an Opportunity is created in Copper.

InstantNew Task

Triggers when a new Task is created in Copper.

InstantUpdated Contact Type

Triggers when a Person's Contact Type is changed.

InstantUpdated Opportunity

Triggers when an Opportunity is changed.

InstantUpdated Lead

Triggers when a Lead is changed.

InstantUpdated Task

Triggers when a Task is changed.

InstantUpdated Opportunity Stage

Triggers when an Opportunity's stage is changed.

InstantNew Activity

Triggers when a new activity is created.

InstantNew Person

Triggers when a new Person is created in Copper.

InstantNew Project

Triggers when a new Project is created in Copper.

InstantUpdated Company

Triggers when a Person's Company is changed.

InstantUpdated Person

Triggers when a Person is changed.

InstantUpdated Lead Status

Triggers when a Lead's status is changed.

InstantUpdated Project

Triggers when a Project is changed.

Actions

Create Person

Creates a new Person.

Create Activity

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

Update Company

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.

Create/Update Lead

Creates or Updates a Lead depending on the match criteria.

Update Opportunity

Updates an Opportunity based off of a match criteria.

Create Opportunity

Creates a new Opportunity.

Update Project

Updates a Project depending on the match criteria.

Create Task

Creates a new Task.

Create Lead

Creates a new 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.

Create/Update Company

Creates or Updates a Company depending on the match criteria.

Update Person

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.

Create/Update Opportunity

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

Create Project

Creates a new Project.

Create/Update Project

Creates or Updates a Project depending on the match criteria.

Searches

Search for a Company

Searches for an existing company 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 Person

Searches for an existing person in Copper.

Search for an Activity

Searches for an existing activity in Copper.

Search for a Project

Searches for an existing project in Copper.

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