Do more with Copper integrations

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Integrate Filter by Zapier with Copper

Filter by Zapier

Developer Tools, Zapier
Integrate Google Sheets with Copper

Google Sheets

Google, Spreadsheets
Integrate Gmail with Copper

Gmail

Email, Google
Integrate Paths by Zapier with Copper

Paths by Zapier

Developer Tools, Zapier
Integrate Webhooks by Zapier with Copper

Webhooks by Zapier

Developer Tools, Zapier
Integrate Formatter by Zapier with Copper

Formatter by Zapier

Documents, Zapier
Integrate Mailchimp with Copper

Mailchimp

Email Newsletters
Integrate Slack with Copper

Slack

Team Chat
Integrate Google Drive with Copper

Google Drive

File Management & Storage, Google
Integrate Filter by Zapier with Copper

Filter by Zapier

Developer Tools, Zapier
Integrate Google Sheets with Copper

Google Sheets

Google, Spreadsheets
Integrate Gmail with Copper

Gmail

Email, Google
Integrate Paths by Zapier with Copper

Paths by Zapier

Developer Tools, Zapier
Integrate Webhooks by Zapier with Copper

Webhooks by Zapier

Developer Tools, Zapier
Integrate Formatter by Zapier with Copper

Formatter by Zapier

Documents, Zapier
Integrate Filter by Zapier with Copper

Filter by Zapier

Developer Tools, Zapier
Integrate Google Sheets with Copper

Google Sheets

Google, Spreadsheets
Integrate Gmail with Copper

Gmail

Email, Google

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Popular ways to use Copper workflows

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.

  • Copper triggers, actions, and search
    New Activity
    Triggers when a new activity is created.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Company
    Triggers when a new Company is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Person
    Triggers when a new Person is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Opportunity
    Triggers when an Opportunity is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Lead
    Triggers when a Lead is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Project
    Triggers when a new Project is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Task
    Triggers when a new Task is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    Updated Company
    Triggers when a Person's Company is changed.
    Trigger
    Instant
  • Copper

    Triggers when a Person's Contact Type is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Person is changed.

    Instant

    Trigger

  • Copper

    Triggers when an Opportunity is changed.

    Instant

    Trigger

  • Copper

    Triggers when an Opportunity's stage is changed.

    Instant

    Trigger

  • Copper

    Triggers when an Opportunity's status is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Lead's status is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Lead is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Project is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Task is changed.

    Instant

    Trigger

  • Copper

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

    Scheduled

    Action

  • Copper

    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.

    Scheduled

    Action

  • Copper

    Updates a Company depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates a Company depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Company.

    Scheduled

    Action

  • Copper

    Updates a Person depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates a Person depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Person.

    Scheduled

    Action

  • Copper

    Updates a Lead depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates a Lead depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Lead.

    Scheduled

    Action

  • Copper

    Updates an Opportunity based off of Opportunity ID.

    Scheduled

    Action

  • Copper

    Updates an Opportunity based off of a match criteria.

    Scheduled

    Action

  • Copper

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

    Scheduled

    Action

  • Copper

    Creates a new Opportunity.

    Scheduled

    Action

  • Copper

    Creates a new Project.

    Scheduled

    Action

  • Copper

    Updates a Project depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates a Project depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Task.

    Scheduled

    Action

  • Copper

    Searches for an existing activity in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing company in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing person in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing opportunity in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing lead in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing project in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing activity in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing company in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing person in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing opportunity in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing lead in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing project in Copper.

    Scheduled

    Action

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About Copper

Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships
Learn more

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