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Copper + CosmoLex

Create new CosmoLex contacts from Copper leads

Effortlessly manage your growing client base with this seamless workflow. When you get a new lead in Copper, this automation will create a contact in CosmoLex, ensuring all your important client information is easily accessible in one place. Save time and stay organized, so you can focus on nurturing those valuable leads.

Effortlessly manage your growing client base with this seamless workflow. When you get a new lead in Copper, this automation will create a contact in CosmoLex, ensuring all your important client information is easily accessible in one place. Save time and stay organized, so you can focus on nurturing those valuable leads.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    CosmoLexCosmoLex
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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cosmolex logo
cosmolex logo

About CosmoLex

CosmoLex is law practice management software with built-in accounting, timekeeping, invoicing, document/email management, and matter workflows.

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