Copper + Gmail

Create new Copper opportunities from matching Gmail emails

Stay ahead in your sales process - whenever there's a new email in your Gmail that meets your specific search criteria, this workflow creates an opportunity within your Copper CRM. You can effectively monitor relevant communications without having to manually transfer information between platforms, saving time and ensuring no potential business opportunity is missed.

Stay ahead in your sales process - whenever there's a new email in your Gmail that meets your specific search criteria, this workflow creates an opportunity within your Copper CRM. You can effectively monitor relevant communications without having to manually transfer information between platforms, saving time and ensuring no potential business opportunity is missed.

  1. When this happens...
    GmailGmail
    New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

    TriggerPolling
  2. automatically do this!
    CopperCopper
    Create Opportunity

    Creates a new Opportunity.

    ActionWrite
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Supported triggers and actions

    • Label or mailboxRequired

    Trigger
    Polling
    Try It
    • Search keywordsRequired

    Trigger
    Polling
    Try It
    • Label/Mailbox

    Trigger
    Polling
    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.

Related categories

  • CRM (Customer Relationship Management)

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gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn more

Related categories

  • Email
  • Google

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