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Copper + Jobber

Add new Copper leads to Jobber clients list

Keeping your lists up-to-date helps your team move quickly. Whenever you create a new lead in Copper, check if they already exist in Jobber. If they're a new client, add them to your list of clients in Jobber.

Keeping your lists up-to-date helps your team move quickly. Whenever you create a new lead in Copper, check if they already exist in Jobber. If they're a new client, add them to your list of clients in Jobber.

  1. When this happens!
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
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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
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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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jobber logo

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

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