Copper + Google Drive
Update new opportunities by ID in Copper and create folders in Google Drive
With this Zap in place, once Copper CRM creates a new opportunity, the name of the opportunity folder will be automatically created in Google Drive and the opportunity will be updated in Copper. Prep your follow-up workflows without stopping for manual updates.
With this Zap in place, once Copper CRM creates a new opportunity, the name of the opportunity folder will be automatically created in Google Drive and the opportunity will be updated in Copper. Prep your follow-up workflows without stopping for manual updates.
- When this happens...New Opportunity
Triggers when an Opportunity is created in Copper.
- automatically do this...Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
- then do this!Update Opportunity by ID
Updates an Opportunity based off of Opportunity ID.
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About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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CRM (Customer Relationship Management)About Google Drive
Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
