Copper + Google Docs
Generate Google Docs documents from new Copper opportunities
Streamline your workflow with this solution that instantly creates a Google Doc every time a new opportunity arises in Copper. Save time and effort with this automatic process, making sure every detail is recorded in a well-structured document. This guarantees that no new prospect will fall through the cracks, keeping your business on the right track towards success.
Streamline your workflow with this solution that instantly creates a Google Doc every time a new opportunity arises in Copper. Save time and effort with this automatic process, making sure every detail is recorded in a well-structured document. This guarantees that no new prospect will fall through the cracks, keeping your business on the right track towards success.
- When this happens...New Opportunity
Triggers when an Opportunity is created in Copper.
- automatically do this!Create Document From Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
- Free forever for core features
- 14 day trial for premium features & apps
