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Copper + Delighted

Add new Copper leads to Delighted as people

Improve your customer engagement by instantly adding new Copper leads to your Delighted app. With this workflow, whenever a new lead is created in Copper, the person will be added to Delighted, allowing you to collect feedback and enhance the customer experience. Transform your lead management process with seamless data transfer between Copper and Delighted, ensuring no prospects slip through the cracks.

Improve your customer engagement by instantly adding new Copper leads to your Delighted app. With this workflow, whenever a new lead is created in Copper, the person will be added to Delighted, allowing you to collect feedback and enhance the customer experience. Transform your lead management process with seamless data transfer between Copper and Delighted, ensuring no prospects slip through the cracks.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    DelightedDelighted
    Add Person

    Creates a person in Delighted but does not send a survey. Only use this Action if you plan on programmatically adding responses to Delighted. Otherwise, use our Actions for "Send Email Survey" or "Send SMS Survey" to actually dispatch a survey.

    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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delighted logo
delighted logo

About Delighted

Delighted is the easiest and most beautiful way to measure customer happiness.

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