Send welcome emails via Gmail when opportunities are won in Copper
When this happensStep 1: Updated Opportunity Status
Then do thisStep 2: Send Email
Help your prospects feel right at home with a personalized welcome email. After you set up this integration, when opportunitites are moved to the won stage, a welcome email sent via Gmail will be triggered.
How this Copper-Gmail integration works
- An opportunity is moved to Won in Copper
- The opportunity meets a set of criteria you set via a Filter
- Zapier sends an email via Gmail