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Copper + IRIS CRM

Create new IRIS CRM leads from new Copper companies

Easily streamline your sales process with this automation between Copper and IRIS CRM. Whenever a new company is added in Copper, this workflow will create a new lead in IRIS CRM. Save time and improve consistency by letting the integration manage your leads, so you can focus on closing deals and growing your business.

Easily streamline your sales process with this automation between Copper and IRIS CRM. Whenever a new company is added in Copper, this workflow will create a new lead in IRIS CRM. Save time and improve consistency by letting the integration manage your leads, so you can focus on closing deals and growing your business.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    TriggerInstant
  2. automatically do this!
    IRIS CRMIRIS CRM
    Create New Lead

    Create a new lead.

    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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iris-crm logo
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About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

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