Copper + Dotloop

Create new loops in Dotloop for every new person added in Copper

Easily connect your Copper and Dotloop apps with this seamless workflow. Whenever a new person is added in Copper, a Loop will be created in Dotloop, saving you time and ensuring consistent data across your platforms. Maintain an organized system while managing contacts and transactions effortlessly.

Easily connect your Copper and Dotloop apps with this seamless workflow. Whenever a new person is added in Copper, a Loop will be created in Dotloop, saving you time and ensuring consistent data across your platforms. Maintain an organized system while managing contacts and transactions effortlessly.

  1. When this happens...
    CopperCopper
    New Person

    Triggers when a new Person is created in Copper.

    TriggerInstant
  2. automatically do this!
    DotloopDotloop
    Create Loop

    Triggers when a new loop is created.

    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 Lead

    Triggers when a Lead is created in Copper.

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

    New Task

    Triggers when a new Task is created in Copper.

    Trigger
    Instant
    Try It